Trusts & Estates

This issue of the WealthCounsel Quarterly addresses important topics such as a practical guide to ascertainable standards and Crummey rights, key strategies for Medicaid crisis planning and managing complex assets, navigating conflicts of interest and protecting minority LLC members, and millennials, legacy planning, and other emerging trendsaw.

Articles include:

Ascertainable Standards: Why Do We Use Them in Estate Planning, and What Exactly Are They?
By: Sagar Jariwala, JD, LLM

Supported Decision-Making: Empowering Seniors and People with Disabilities
By: Teresa Anderson, MPH, JD, Stephen Dale, JD, LLM, and Peter Wall

Crummey Rights: A Fresh Look
By: Griffin Bridgers, JD, LLM

Common Strategies Used in Medicaid Crisis Planning Cases
By: Jill Roamer, JD

Planning for and Disposing of Difficult and Dangerous Tangibles
By: Samantha Anderson, JD, and Kelly Zerillo, JD

Trust Issues: Navigating Conflicts of Interest in Estate Planning
By: Jessica Spenik, JD

Oppression of Minority LLC Members: Prevention is Better Than Cure
By: Sarah Barton, JD

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.