Trusts & Estates

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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.


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