Trusts & Estates
WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency through the ethical use of technology such as generative artificial intelligence.
Articles include:
Letter from the Editor
By: Sarah Barton, JD, WealthCounsel Legal Content Manager
Digital Property: The Intersection of Legacies, Technology, and the Law
By: Lee Poskanzer, CEO, Directive Communications Systems
The Fundamentals of Estate Planning with Crypto Assets
By: Phoebe Stone, JD, MA (Bioethics), Attorney at Law | Jessica Olma, Content Strategist
Cryptocurrencies: An Appraisal Refresher for Trusts and Estate Professionals
By: John Varga
To Be or Not to Be: Legal Ethics, Technology, and the Afterlife of Digital Assets
By: Jan L. Jacobowitz
Leveraging Artificial Intelligence in the Trust and Estate Practice
By: Mary E. Vandenack, JD, ACTEC, COLPM®, CAP®, Accredited Estate Planner® (Distinguished) Nominee, Managing Attorney
Using WealthCounsel Design Sheets to Complement Your Drafting
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.
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