Trusts & Estates
WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
Articles include:
Letter from the Editor
By: Sarah Barton, JD, WealthCounsel Senior Editor
Planning for Their Exit: Advising Business Owners On an Exit in a Heightened Interest Rate Environment
By: Donald P. Dicarlo Jr., JD, President, Wilmington Trust Emerald Family Office and Advisory | Matthew T. Lee, JD, Director of Wealth Strategies, Wilmington Trust Emerald Family Office and Advisory
10 Issues to Understand When Reviewing a Business's Organizational Documents
By: Ryan Snow, JD, MBA, WealthCounsel Director and Editor in Chief, Business Law
Business Transitions with Employee Stock Ownership Plans
By: Brian A. Eagle, JD, Managing Attorney
5 Important Recent Developments for Estate Planners
By: Sarah Barton, JD, WealthCounsel Legal Content Manager
Succession Planning for Life After Law
By: Victoria L. Collier, JD, CELA, CEPA, CVBA, CEO, Quid Pro Quo
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. 2—Spring 2025 Issue
This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
National Small Business Month 2025 - Free Marketing Package
May is National Small Business Month, and it is the perfect time to engage with small business owners to provide valuable guidance on essential legal topics.
Learn More
National Elder Law Month 2025 - Free Marketing Package
May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.
Learn More