The July 2009 issue of The WealthCounsel Quarterly features articles written by keynote speakers and others who will be presenting at the upcoming Planning for the Generations Symposium in Chicago. Also included in this issue are a number of member-written articles on a variety of legal topics and a column on “Rainmaking 101” by Mark Powers and Shawn McNalis of Atticus.
In addition to content provided by our attorney members, The WealthCounsel Quarterly typically features a message from company leadership, state forum news updates, and a calendar of education events scheduled through the remainder of the year for WealthCounsel and its sister companies, The Advisors Forum and ElderCounsel.
Thanks to the many WealthCounsel members who demonstrate their legal competence and their commitment to professional collaboration by contributing quality legal-technical articles that benefit their colleagues. If you are interested in contributing an article for the October 2009 issue, please send an email to Marlene Frith. The deadline date for submission may be found in the left column.
Legal/Technical Articles:
We Look Forward to Seeing You Next Month in Chicago!
By: Heinz Brisske, Esq. (Illinois Forum Leader), Kevin Huck, Esq. and Corey Schultz, Esq.
Roadmap to Success
By: Bill Bachrach, CSP, Keynote Speaker at August Symposium
Special Considerations in Planning for Non-Traditional Families
By: Tanya D. Simpson, JD, MBA
Rainmaking 101: Listening & Speaking
By: Mark Powers & Shawn McNalis
Behavioral Financial Advice and a Deep Support Economy
By: James A. Barnash, Esq., Plenary Speaker at August Symposium
New Estate Planning Model Takes Care of Families
By: Vincent Bonazzoli, Esq.
Cecil & Carol’s Five Tiers of Asset Protection Planning
By: Cecil Smith, JD & Carol Gonnella, JD, Presenters at August Symposiu
Roth Conversions 2.0 (The Roth Revolution!)
By: John Bledsoe, CFP, CLU, ChFC, MSFS, Presenter at August Symposium
Fourth of July Talks and Toasts
By: Bill Colby, JD, Keynote Speaker at August Symposium
Recession Proof Your Law Practice With VA Pension Planning
By: James B. Swain, JD, MBA
Current Concerns with IIOT’s and Medicaid Planning
By: Brian Mahoney, Esq.
Reverse QPRTs To The Rescue
By: Bruce Givner, Esq. and Owen Kaye, Esq.
What Every Physician Business Owner and Professional Needs to Know About Asset Protection
By: Jeffrey R. Matsen, Esq., Presenter at August Symposium
Considering the Wealth- Friendly Advantages of Delaware
By: Thomas M. Forrest, CPA, Presenter at August Symposium
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 July 2009 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Events Calendar or our Educational Calendar for more information on any of these events.
Succession Planning for Farmers and Ranchers
WealthDocx 7™ To be Rolled Out at August Symposium in Chicago
2009 Planning for the Generations Symposium
Visit the Planning for the Generations website.
State Forum News
Click here for more details and a schedule of upcoming meetings.
Jenny Ellingson, Director of Project Management & Employee Relations