Trusts & Estates
WealthCounsel Quarterly, Volume 17, No. 3—Love and Marriage
This issue of the WealthCounsel Quarterly will trigger productive conversations with your clients about the need to consider their current relationships—and the possibility that those relationships may change in the future—when designing their estate plans.
Marital Share Funding Options
By: Phoebe Stone, JD, MA (Bioethics), Attorney at Law
Navigating the Complexities of Estate Planning for Blended Families
By: Susan Hunt, JD
Marital Property Agreements in Estate Planning: What Can Premarital and Postmarital Agreements Accomplish?
By: Peter M. Walzer, Attorney at Law
Estate Planning Considerations for Unmarried Couples: From Domestic Partnership to Tax Planning
By: Nicole Ramos Takemoto, JD
How to Protect a Family Business in the Event of Divorce
By: H. Van Smith
Real Estate, Taxes, and Divorce: Options for Utilizing the Capital Gain Exclusion on the Sale of a Former Marital Residence
By: Samantha Rocco, JD
Wealth Docx® Tips and Tricks: Marital Share Funding 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.
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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