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Newsletters

As part of Swendson/Fey Law Ltd.’s mission to help people protect their families and grow their businesses, Swendson/Fey Law Ltd. offers a monthly newsletter to our clients, friends and strategic partners to address current issues and developments in the law.  The following is the archive of our past issues.  If you would like to receive future editions, please contact us.

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2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005

 

2010 Newsletters

 

The Wealth Counselor

September - For Your Consideration (pdf)

  • Medical ID Accessories Go High-Tech
  • How to get funds you need without paying the penalty
  • Combating Identity Theft

July - For Your Consideration (pdf)

  • Bill Swendson named top wealth manager
  • The Right to Remain Silent
  • Mandatory Auto Insurance

May - For Your Consideration (pdf)

  • Changes at our firm
  • National Elder Law Month
  • Health Insurance for Adult Children
 

A monthly newsletter for wealth planning professionals

The Wealth Counselor V5-I12 (pdf)
The State of the Federal Estate Tax

The Wealth Counselor V5-I11 (pdf)
Transferring a Business to Key
Employees

The Wealth Counselor V5-I10 (pdf)
Business Exit Planning Using
Charitable Strategies

The Wealth Counselor V5-I9 (pdf)
Transferring Business Interests to Family
Members: Sale of Non-Voting Stock
Interests to Grantor Dynasty Trusts

The Wealth Counselor V5-I8 (pdf)
Current Planning to Avoid the Future
Health Care 3.8% "Surtax"

The Wealth Counselor V5-I7 (pdf)
Understanding Business Transition Strategies

The Wealth Counselor V5-I6 (pdf)
Trust & Estate Litigation: Its Common
Causes

The Wealth Counselor V5-I5 (pdf)
Special Needs Planning for Affluent
Clients

The Wealth Counselor V5-I4 (pdf)
The Continuing Significance of Non-Qualified Deferred Compensation

The Wealth Counselor V5-I3 (pdf)
Motivating Clients to Plan Now: Taking Advantage of Low Interest Rates and More

The Wealth Counselor V5-I2 (pdf)
The 2010 Basis "Step-Up" Rules

The Wealth Counselor V5-I1 (pdf)
Planning after "Repeal" of the Federal Estate Tax