Legal/Technical and Practice Management Articles
Who Moved My Cheese…Again?
By: Peggy Hoyt, J.D.
Give Yourself the General Power of Adventure
Making the Transition from Litigation to Estate Planning
By: Deborah E. Roser, J.D.
A Return to the Good ‘Ole Days?
Five Key Ways a $1 Million Exemption Will Positively Impact Your Practice - - If You’re Prepared!
By: Philip J. Kavesh, J.D., LL.M. (Tax), CA State Bar Certified Specialist in E.P., Tax and Probate Law, ChFC, CFP®
Contact Management Software and Client Development
By: Mark Powers & Shawn McNalis, Atticus, Inc.
Funding Your Client’s Publicly Traded Stocks, Bonds and Investment Accounts
By: Tiffany A. O’Connell Gillis, J.D.
Investment Opportunity Amid Tax Uncertainty? Why 2010 Could Be the Rare Occasion When It Makes Sense to Pay Taxes Sooner Rather than Later
By: Patrick S. Boyle, CFA, CFP®
A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It!
By: Vincent Bonazzoli, J.D.
Intra-family Loans in Today’s Low Interest Rate Environment
By: Joe Luby, CFP
Estate Tax Environment
By: By: Robert S. Keebler, CPA, MST, DEP
Six Biggest IRA Beneficiary Form Mistakes
By: Robert A. Ross, J.D.
For Whom the Bells Toll: Asset Protection May Be for Everyone
By: Jeffrey R. Matsen, J.D.
Member Updates
The following articles are included in the newsletter. Download the full newsletter to read these updates!
Gearing Up for Year End and Beyond
Matt McClintock and Jonathan Mintz, Co-Executive Directors
Subscription Discounts Available for Trusts & Estates Magazine
Upcoming Events
This summary includes the education-related events from October 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.
Distinguish Your Practice from that of Your Competitors
New LLC Operating Agreement Provides an Opportunity to Broaden the Reach of Your Client Services in 2011
Curious Which Practice Niches Generate the Most Revenue?
The Answer Will Be Forthcoming in the Key Findings from the 4th Annual Industry Trends Survey
Snapshots of the 2010 Planning for the Generations Symposium
Final Complimentary Webcast of 2010 for Estate Planning Attorneys:
Estate Planning Strategies for the 11th Hour
What You Should Be Doing for Your Clients Before 2010 Ends
CALL FOR ARTICLES - January 2011
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 January 2011 issue. Article length should be less than 700 words.
The publishing deadlines for the January 2011 issue of The WealthCounsel Quarterly are:
11-08-10: Submit topic idea to reserve space in the layout
12-06-10: Articles Due
To reserve space for your article in the January 2011 issue, e-mail Marlene Frith.
All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly newsletter.