Trusts & Estates
5 Essentials for New Estate Planning Attorneys
Whether you are a fresh-faced law school graduate or a transitioning attorney, there are many challenges to grapple with as a newcomer to trusts and estates law. Building a successful practice takes time, resources, and effort. However, there are certain essential tasks an attorney can work on now to provide a solid foundation for their practice to grow.
Download the "5 Essentials for New Estate Planning Attorneys" Insight Brief for a list of essentials to start a successful estate planning practice.
Download the Insight Brief
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