Legal/Technical and Practice Management Articles
Charging Order Protection for Florida Limited Liability Companies after Olmstead
By: Ryland F. Mahathey, J.D. and Sarah A. Schelling, J.D.
On Your Mark, Get Set … Plan! Issues for Athletes in Estate Planning
By: Ann M. Jasper, J.D.
Charitable Planning and Business Development
By: Roger D. Silk, Ph.D., CFA
Strategic Conversations: The Initial Consultation
By: Mark Powers & Shawn McNalis, Atticus, Inc.
How to Add Value to Your Practice by Encouraging Elder Mediation
By: Anne K. Thompson, J.D., LL.M. (Tax)
The Economic Substance Doctrine And Estate Planners – Why Worry?
By: Bruce Givner, J.D.
Becoming the Parents We Want to Be: Estate Planning is an Initiation in Parenting
By: Martha Hartney, J.D.
Change on the Horizon
By: Patrick Phancao, J.D.
Let the IRS Take a Bath for a Change
By: Scott A. Makuakane, J.D.
A New Perspective on Employee Stock Ownership Plans
By: George G. Cassiere, ASA, CFA and Brian A. Eagle, J.D.
Strategies to Protect Your Home
By: Cecil Smith, J.D. & Carol Gonnella, J.D.
Member Updates
The following articles are included in the newsletter. Download the full newsletter to read these updates!
Why the Estate Tax Doesn’t Matter
Matt McClintock and Jonathan Mintz, Co-Executive Directors
Upcoming Events
This summary includes the education-related events from January 2011 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Events Calendar or our Educational Calendar for more information on any of these events.
New Powerful WealthDocx Planning Strategies and Document Templates Now Available in Winter Enhancement
The Wisdom of Crowds Evident in Member-Driven Update Featuring a New LLC Operating Agreement, Minor’s Trust, HEET and More
Online Membership Directory Helps Member Land New Clients
Directory was Accessed Nearly 24,000 Times by Visitors in 2010
Member and Co-Author to Leverage Article in The WealthCounsel Quarterly To Snag Speaking Engagements
Industry Trends Survey: The WealthCounsel Quarterly Newsletter Ranks as the No. 2 Most Widely Read Publication Among All Survey Respondents
All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly.

