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.
Articles include:
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.
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 19, No. 4—Fall 2025 Issue
This fall issue covers advising estranged families, key tax concepts, Medicaid liens, and fiduciary duties of LLC managers.
Learn More
Charitable Planning Primer: Individual Taxpayers and Charitable Giving
Download the full article to effectively guide your clients through their charitable planning options and ensure their charitable giving aligns with their financial situation.
Learn More
Client Handout for Financial Advisors
A powerful free resource designed exclusively for financial advisors to help clients evaluate the health of their estate plans.
Learn More