Trusts & Estates
A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It!
The “sunset” of EGTRRA in 2011 presents many challenges as well as opportunities for the estate planning attorney. In 2010, the suspension of both the estate tax and the carry over basis rules will require many attorneys to review and amend client plans. Two unique opportunities will present themselves over the second half of 2010 and first half of 2011 that will open a third opportunity that can transform the manner in which estate planning is done and dramatically increase the value of an estate planning practice.
To learn more about these opportunities and to access the article, please fill out the form below.
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn More
WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
Learn More
WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.
Learn More