Trusts & Estates
WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset
This issue of the WealthCounsel Quarterly reveals essential strategies to empower attorneys to reassure clients navigating the impending decrease in the federal exemption threshold, guide Veterans who courageously served and are planning for long-term care, and support families who want to ensure a secure future for their loved ones with disabilities.
Articles include:
Shining Some Light on the Sunset
By: Phoebe Stone, JD, MA
Benefits Earned (Part 1): The Five Tests for VA Pension
By: Zach Bloxham, JD
Family Limited Partnerships and Family Limited Liability Companies: Not Just for the Ultrawealthy
By: Anthony Venette, CPA, ABV
Top Tips When Drafting a Third-Party Special Needs Trust
By: Kevin Urbatsch, ESQ. and Jessica Jones, ESQ.
Love and Marriage: Two for One
By: Fran-Marie Silveri, JD
Design Sheets for Wealth Docx® State-Specific Ancillary Documents
By: Lissa Bealke-Moore
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