Trusts & Estates
WealthCounsel Quarterly, Volume 17, No. 4—Planning for an Aging Population
This issue of the WealthCounsel Quarterly will assist you in implementing planning opportunities and protections that will provide peace of mind to our aging population and foster the development of your current or future elder law practice.
The Elder Care Reality
By: Brian Tully, JD
Obtaining Long-Term Care for Your Client: A Primer on Medicaid Eligibility
By: Jill Roamer, JD, Legal Content Specialist
A Riddle Wrapped in an Enigma: Navigating Client Capacity in Elder Law
By: Zach Bloxham, J.D, Elder Law & Estate Planning Faculty
Meeting the Long-Term Care, Estate, and Business Succession Planning Needs of Elderly Business Owners
By: Neel Shah, JD | Siobhán Kinealy, Esq
Preventing Financial Exploitation of Elders: Ethical, Legal, and Practical Considerations
By: Francis J. Rondoni, JD | Stuart C. Bear, JD | Elizabeth C. Henry, JD
Exploration of Elder Docx™ Resources
By: Lissa Bealke-Moore, Product Implementation Manager
Narrative Branding: The Secret Ingredient to Growing a Law Firm
By: Benji Albrecht, MBA
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