Trusts & Estates
WealthCounsel Quarterly, Volume 19, No. 3—Summer 2025 Issue
This issue of the WealthCounsel Quarterly addresses important topics such as a safeguarding plans against AI threats like deepfakes, meeting client needs with qualified disability, protecting minority owners in family business, and LLC transfers, and analyzing legal updates, including the One Big Beautiful Bill Act.
Articles include:
Key Considerations When Updating Estate Planning Documents
By: Allison Voge, JD, LLM
Checklist for Protecting Next-Generation Minority Owners in a Family Business
By: Gregory Monday, JD
The Fundamentals of a Qualified Disability Trust
By: Jill Roamer, JD
Irrevocable Life Insurance Trusts: The Basics and Then Some
By: Phoebe Stone, JD, MA
Navigating the Complexities of LLC Interest Transfers
By: Ryan Snow, JD, MBA
Digital Deceptions: Estate Planning in the Age of Deepfakes
By: Jessica Spenik, JD
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