Trusts & Estates

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

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.

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