Published Works, Articles, and Manuscripts

Estate-Planning Professionals: Concerned Yet Optimistic 
By Matthew T. McClintock, J.D. and Jonathan A. Mintz, J.D.
Trusts & Estates, November 2011.
Click here to read article.

The Outlook for Estate Planning Practitioners: Data from WealthCounsel's Annual Survey Indicates the Industry is Poised for Growth
By William A. Conway, Esq.
Wealth Strategies Journal, January 2011.
Click here to read article.  

Finding the Silver Lining in the Dark Cloud of Continued Uncertainty
By Lewis W. Dymond, Jr., Esq.
Wealth Strategies Journal, December 2010.
Click here to read article. 

WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques
By nearly 100 WealthCounsel member attorneys
Publisher:  Wealth Builders Press, 2008
Purchase a copy of this book from our store.

Charitable Gift Planning:  A Practical Guide for the Estate Planner, Second Edition
By Thomas J. Ray, Jr., Esq.
Publisher:  ABA Real Property, Trust and Estate Law Section, August 2007.
Purchase a copy of this book from our store.

Tom Ray, a WealthCounsel principal, is an estate and tax attorney with offices in the Greater St. Louis metropolitan area. He is a member of the Missouri and Oklahoma bars, and is admitted to practice before the U.S. Tax Court and the U.S. Supreme Court. Tom is the primary draftsman of WealthDocx charitable components.  Copies of this ABA best-selling publication may be purchased through the WealthCounsel Marketplace at a substantial discount for both members and non-members of WealthCounsel.

IRAs and Estate Planning:  Creative Ways to Address the Tax Challenges
By Matt McClintock, Esq.; 
ActionLine magazine, Winter 2007, by the Florida Bar, Real Property, Probate and Trust Law Section.
Click here to read article. 

Matt McClintock is Director of Continuous Improvement and Member Collaboration at WealthCounsel. He is a former estate planning practitioner and a graduate of the University of Oklahoma School of Law.

Pouring Old Wine Into New Bottles: Using Traditional Estate Planning Tools in Untraditional Ways
By Carl R. Waldman, Esq. and Stan Miller, Esq.; 
Southeast Wealth Management Business, February 2008, by France Publications, Inc.
Click here to access reprint of article published in the August 2008 issue of Western Wealth Management Business magazine.  

Also published in The Codicil – the online companion to The Estate Planning & Community Property Law Journal at the Texas Tech University School of Law.

Carl R. Waldman, Esq., a founder and partner of WealthCounsel, LLC, is an estate planning practitioner with offices in Westlake Village and Century City, California. He specializes in tax planning and estate planning for business owners and executives, and trust and estate administration law. He is a member of the State Bar of California, the American Bar Association Section on Taxation, Beverly Hills Bar Association, and the Los Angeles County Bar Association. Waldman received his law degree at the University of California, Los Angeles.
Stan Miller, Esq., founder and partner of WealthCounsel, LLC, is the senior shareholder of Miller & Schrader, P.A., a national estate planning law firm based in Little Rock, Arkansas. He is a member of the Arkansas Bar Association, the American Bar Association, the Central Arkansas Planned Giving Council, and the National Committee on Planned Giving. Miller received his law degree at Vanderbilt Law School.