Trusts & Estates
Safety in Numbers: Using WealthCounsel Attorneys to Protect and Expand Your Practice
Fales details his experiences as a WealthCounsel member, and explains that as times are getting more turbulent, the collaboration with fellow members is more important to him than ever. He compares WealthCounsel to “one jumbo size law firm” spread over all 50 states, and explains that this gives him the confidence that there will be an expert within the “firm” on every estate planning, tax, asset protection, probate or elder law issue that he might counter. He concludes by saying that whether you are thriving in your practice or merely surviving, you will always do better by utilizing the network of WealthCounsel attorneys.
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Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.Learn More
Domestic Asset Protection Trusts after Toni 1 Trust
Domestic Asset Protection Trusts (DAPT) have been a useful estate planning tool to help clients protect their assets from creditors. Download this paper now and learn why it has become vital for estate planners to adequately counsel clients in non-DAPT states wishing to fund their DAPT with non-DAPT state property.Learn More
Drafting Third-Party Spendthrift Trusts after U.S. v. Harris
U.S. v Harris changed the game for estate planning attorneys drafting spendthrift trusts. Get the facts in this brief.Learn More