Trusts & Estates
Medicaid Planning: Thinking INSIDE the Right Box
By: Brent Kellenberger, Esq.
This concept of thinking inside the right box, as applied to Medicaid planning, refers to the attorney getting out of her proverbial “box” to spot and reveal the issues she would want to consider if she were in the client’s position. In this brief article, I will introduce the “box,” how to get in it, and why it can be important. This article will challenge you to reconsider your approach to Medicaid planning.
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Women in Estate Planning
This WealthCounsel Quarterly issue is devoted entirely to women—to not only honor women in estate planning and acknowledge their accomplishments, but to also recognize that more work needs to be done to enable women lawyers to achieve greater success and fulfillment in their legal careers.Learn More
2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More
Cryptocurrency and Estate Planning
Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!Learn More