Scottsdale, Arizona, August 30, 2019 by Benjamin P. Albrecht
On July 30, 2019, WealthCounsel awarded Arizona estate planning attorney Whitney Sorrell, Esq. for his dedication to Scholarship at its annual Symposium in Boston, MA. WealthCounsel recognized Whitney for his thought leadership and time volunteered sharing his knowledge on advanced estate, tax, and business planning topics to other attorneys across the nation.
Monica Comfort, WealthCounsel’s Web Events & Speaker Manager explained: “Whitney has been exceedingly giving of his time, especially in the past few years. We greatly appreciate his topic suggestions, the webinars and Symposium sessions he led, and the thought papers and Quarterly articles he has offered. Even more, we know he has invested time in helping new and transitioning members who have questions. His mentorship is a tremendous value to those members who seek it out - and an exceptional example of WealthCounsel community and collegiality.”
Whitney created WealthCounsel’ s Introduction to Advanced Estate Planning program and authored articles for the group’s print publication, The WealthCounsel Quarterly, on topics including IRC §754 Elections and Decanting an Irrevocable Trust. He is humbled by the award and grateful to be acknowledged by his peers for his passion of the law.
Whitney L. Sorrell, Esq. is a former IRS agent turned CPA and tax attorney helping families and small businesses protect their wealth and defend against the IRS. He uses sophisticated estate planning strategies to safeguard his client’s wealth and plan for business ownership as it succeeds through the generations. Whitney uses his inside knowledge of IRS rules and procedure to aggressively represent clients throughout the United States with their tax matters.
When he’s not at the office solving his client’s legal problems, he’s either practicing martial arts, playing church softball, or spending time with his loving wife, Diana, and his children, Whitney Lyn, Dylan, and Rachel.