Trusts & Estates

This issue of the WealthCounsel Quarterly addresses important topics such as key considerations for estate planning attorneys who advise business-owner clients, including business succession and exit planning, strategies for preserving Supplemental Security Income (SSI) and Medicaid benefits during divorce procedures, best practices for trustee removal.

Articles include:

Business Succession & Exit Planning: A Primer for Estate Planning Attorneys
By: Ryan Snow, JD, MBA

Trustee Removal: Practical Guidance for Planners and Litigators
By: Michael T. Clear, JD, and Erin D. Nicholls, JD

Breaking Up Without Breaking Benefits: Protecting SSI and Medicaid in Divorce Cases
By: Kevin Urbatsch, JD, and Evelyn Wynn, JD

Directed Trusts: Evolving Roles, Duties, and Liabilities
By: Laura Mandel

Florida Homestead: An Estate Planner's Practical Guide
By: Sagar Jariwala, 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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