Trusts & Estates
WealthCounsel Quarterly, Volume 19, No. 1—Winter 2025 Issue
This issue of the WealthCounsel Quarterly addresses important topics such as advising US owners of foreign real estate, the estate tax and business succession implications of Connelly, tips on reviewing (or even establishing) your pricing for the new year, and summaries of recent notable developments in estate planning, elder law, and business law.
Articles include:
A Piece of Paradise: Advising US Owners of Foreign Real Estate
By: Matthew J. Leonard, JD, LLM and Ruth A. Mattson, JD, LLM
Benefits Earned (Part 2): Using the Veterans Asset Protection Trust
By: Zach Bloxham, JD
A Modern-Day Security Blanket: The Power of Dynasty Trusts
By: Jayna M. Voss, JD
Documenting a Business Sale or Transfer
By: Ryan Snow, JD, MBA
Paying for a (Grand)Child's Education: Making Educated Choices | 2025 Update
By: Sharon L. Klein, JD, LLM
Drafting for Asset Protection
By: Allison Voge, JD, LLM
Estate Tax and Business Succession Planning Implications of Connelly v. United States
By: Kevin Matz, JD, LLM
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