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.
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.
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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.Learn More
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
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