Trusts & Estates

This issue of the WealthCounsel Quarterly addresses important topics such as the two marital property systems recognized in the United States and how they can affect estate plans, effectively planning for clients’ retirement assets and how a standalone retirement trust can provide optimal treatment, and how a parental protection trust can help secure long-term parental care while providing additional financial benefits.

Articles include:

Marital Property Systems: A Primer for Estate Planners
By: Gerry W. Beyer, JD, LLM, JSD

Standalone Retirement Trusts: Exploring Utility
By: Phoebe Stone, JD, MA (Bioethics)

Parental Protection Trust: What Is It and When Should It Be Used?
By: Jill Roamer, JD, CIPP/US

Beyond the Gift Box: Unpacking OBBBA's Charitable Implications
By: Liz Nielsen, JD

Forming an LLC: Important Decisions and Steps
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.

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