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CALL FOR ARTICLES - April 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 October 2009 issue. Article length should be less than 700 words.
 
The publishing deadlines for the April 2010 issue of The WealthCounsel Quarterly are:
 
   02-08-10: Please submit
   topic idea to reserve space
   in the layout
   03-08-10: Articles Due

To reserve space for your article in the April 2010 issue, e-mail Marlene Frith.

The January 2010 issue features articles written by experienced estate planning attorneys on a variety of topics. Boost your knowledge on everything from asset protection for physicians, to estate planning for your online identity, to rainmaking/marketing strategies. This issue includes a sneak preview of the findings from the 3rd Annual Industry Trends survey which indicates that WealthCounsel members who assemble documents using the WealthDocx 7 automated drafting system practice with greater efficiency than non-member colleagues using word processing systems. Check it out!

Two-Part Complimentary Webinar for Members and Non-Members

"Now What? Practical Solutions for
Estate Tax Planning in 2010 and Beyond"

If you are like many of your colleagues, you are probably wondering how to plan for, at least temporarily, the fact that there may be no federal estate tax in 2010. Inaction by Congress is leaving many estate planning attorneys puzzled as to the options available and how to plan for the possibility of no federal estate tax. WealthCounsel has the answers you are seeking. (Seats are limited. Register today.)

Part I: (Presenters: Lewis W. Dymond, Jr., Esq. and Thomas J. Ray, Jr., Esq.)
WealthCounsel members: Webinar is scheduled for Jan. 13, 2010, 1:00-2:00 ET
Members should log in to the Members’ website for dialing instructions.
Guests (non-members): Seats are available Jan. 14, 2010, 3:00-4:00 ET
Non-Members must register.

Part II: (Presenters: Stan Miler, Esq. and Carl Waldman, Esq.)
Webinar is scheduled for Jan. 21, 2010, 1:00-2:30 ET
Members and Non-Members must register.

The Estate Planning Doctor Is In: Where Are The Physicians?
By: Mark Monasky, MD, JD, FACS, FCLM

Lessons for a Young Profession: What the 40-Year-Old Financial Planning Profession Can Learn From the Economic Crisis
By: Richard C. Salmen, CFP®, CFA, CTFA, EA

Estate Planning for Your Online Identity
By: Peggy Hoyt, J.D., M.B.A. and Sarah AuMiller, J.D.

Advancing Asset Protection in Your List of Offers
By: Kevin Quinn, J.D.

The Family Meeting: An Essential Part of the Estate Planning Process
By: Vincent Bonazzoli, J.D.

Estate Planning Considerations Intrinsic with Roth Conversions
By: Robert S. Keebler, CPA, MST, DEP

Rainmaking 101: Referral Source Interview
By: Mark Powers & Shawn McNalis

The following articles are included in the newsletter. Download the full newsletter to read these member updates!

WealthCounsel is Here for Planning Upcoming Events Challenges – and Opportunities – in 2010 and Beyond
Matt McClintock and Jonathan Mintz, Co-Executive Directors

Upcoming Events
This summary includes the education-related events from January 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.

Eighty Percent (80%) of Members Rank WealthCounsel Education as Their No. 1 Choice for Obtaining CLE

Sixty-Nine Percent (69%) of Attorneys Surveyed Prefer Live Instruction

Findings from the 3rd Annual Industry Trends Survey Indicate WealthCounsel Members Practice with Efficiency

Strategies to Boost Your Knowledge and Expand Your Client Base


All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly newsletter.