Trusts & Estates

read
Trusts & Estates

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.

Articles include:


Using Third-Party Trusts for Asset Protection
By: Edward D. Brown, JD, LLM, CPA, Attorney at Law | Andrew Bechel, JD, LLM | Eric Kaplan, JD

Nonfungible Tokens: What Every Estate Planner Needs To Know
By: Gerry W. Beyer

Asset Protection for the Common Man and Woman
By: James W. Narron

The Cowboy State Rides into the New Frontier: Wyoming’s Updates to Provide Better Asset Protection
By: Marty Oblasser, JD

Divorce and Asset Protection
By: Sharon L. Klein, JD, LLM

The Hybrid Domestic Asset Protection Trust: The Most Important Asset Protection Strategy of the Twenty-First Century
By: Steven J. Oshins, JD, AEP (Distinguished), Attorney at Law

Four Ways to Use Technology to Improve Your Communication with Clients
By: Jeff Gorman

Wealth Docx® Asset Protection Drafting Options
By: Lissa Bealke-Moore, Product Implementation Manager

The WealthCounsel Quarterly is the premier legal magazine for estate planning and elder law attorneys. Subscribers get access to the latest digital issue that includes informative articles written by industry leaders, practice development tips, and WealthCounsel’s full educational calendar for the quarter.

Subscribe today and automatically receive the most recent Quarterly and all issues going forward as soon as they are published.


Download this issue today!

Related Resources

Quarterly24 V18 1
read
Trusts & Estates

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
Quarterly22 V16 2
read
Trusts & Estates

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
Quarterly22 V16 3
read
Trusts & Estates

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

Get the Premier Magazine for Industry Thought Leaders