Trusts & Estates
WealthCounsel Quarterly, Volume 17, No. 2—Special Needs Planning
This issue of the WealthCounsel Quarterly will help foster productive conversations with clients who want to ensure that their family members with special needs receive the services and care they require, ultimately providing those clients with the peace of mind that comes with knowing that their loved ones’ future care is secure.
Articles include:
Advising Trustees to Avoid Common Mistakes in Special Needs Trust Administration
By: Kevin Urbatsch
The SECURE Act’s Impact on Special Needs Trusts
By: Stephen W. Dale, JD, Attorney and Counselor at Law | Peter J. Wall
Veterans Affairs Benefits Planning
By: Jim Wolverton, Director of Education | Valerie L. Peterson, Attorney at Law
Advanced Planning Techniques for Parents of Disabled Adult Children
By: Elijah Keyes
Outside General Counsel—How You Can Make It Work for You!
By: Sterling L. Miller, Attorney at Law
Technology and Your Ethical Responsibilities
By: Jeff Gorman
Wealth Docx® Design Sheets for the Revocable Living Trust and Will
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
WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset
Learn More
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 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
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