Trusts & Estates
Estate Planning for the Healthcare Professional
While doctors, dentists, and other healthcare professionals share many of the same estate planning needs as any of your other clients, they also face some very unique issues. For example, the higher risk of litigation facing these individuals might necessitate more advanced asset protection strategies. And there are other considerations — retirement planning, business planning, asset protection, and tax planning — you should keep in mind as well as you're working with healthcare professionals.
Please download this Insight Brief to learn more and how you can start this conversation with your existing clients — and offer a valuable service to prospective clients.
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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