Trusts & Estates

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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 CounselHow 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.


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