Legal/Technical and Practice Management Articles
Fixing and Undoing Broken CRTs – Four Case Studies
By: Thomas J. Ray, Jr., J.D., CFP®, WealthCounsel Principal, WealthDocx Executive Editor
Are We Helping to Pass on the Farm?
By: John R. Baker, J.D., Guest Columnist
Private Placement Life Insurance: A Cornerstone of Financial and Estate Planning for the High Net Worth Individual
By: Robert W. Chesner, Jr and Leslie C. Giordani, J.D.
Funding Your Client’s Cash Accounts
By: Tiffany A. Gillis, J.D.
Planning for the Family Vacation Home
By: John O’Brien, J.D.
Ten Questions About the Future of Your Practice
By: Jan Copley, J.D.
How to Implement an Estate Planning Maintenance Program – NO KIDDING!
By: Vincent Bonazzoli, J.D.
You Say Goodbye and I Say Hello… Creating Presence on the WealthCounsel Listservs
By: Kimberly C. Preston , JD and Mary Merrell Bailey, JD, CPA, MBA, MST, MSA
Ten Simple Steps to Prevent World War III Among Your Children
By: Irina S. Shea, J.D.
Client Interview
By: Mark Powers & Shawn McNalis
Member Updates
The following articles are included in the newsletter. Download the full newsletter to read these member updates!
A Message to Our Members
Matt McClintock and Jonathan Mintz, Co-Executive Directors
Upcoming Events
This summary includes the education-related events from April 2010 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Events Calendar or our Educational Calendar for more information on any of these events.
WealthCounsel Blog Site to Launch Soon
Member Survey Closes on April 30th
Webcast: Succession Planning for Farmers, Ranchers and Vintners
CALL FOR ARTICLES - July 2010
The WealthCounsel Quarterly is published January, April, July and October. It is a communication tool through which WealthCounsel members can share legal expertise with their colleagues while enhancing their professional exposure within the estate planning community. Members are invited to contribute a legal/technical article or a column on practice-building strategies for the July 2010 issue. Article length should be less than 700 words.
The publishing deadlines for the July 2010 issue of The WealthCounsel Quarterly are:
05-03-10: Submit topic idea to reserve space in the layout
06-07-10: Articles Due
To reserve space for your article in the July 2010 issue, e-mail Marlene Frith.
All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly newsletter.