Trusts & Estates
Lessons for a Young Profession: What the 40-Year-Old Financial Planning Profession Can Learn From the Economic Crisis
Recognizing that estate planning attorneys receive a large portion of their clients via referrals from financial planners, it is important for attorneys to have an inside look at the “roller coaster world” in which planners have been living for the past 18 months and the lessons we learned. Significantly, December 2009 marked the 40th anniversary of our comparatively young profession and its emerging body of knowledge.
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WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.Learn More
WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning
This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.Learn More