Trusts & Estates
WealthCounsel Quarterly, Volume 20, No. 2—Spring 2026 Issue
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.
Subscribe today and automatically receive the most recent Quarterly and all issues going forward as soon as they are published.
Download this issue today!
Related Resources
2026 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2026 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More
Generative AI Use Guide for Attorneys
Download this guide for practical prompt examples and use cases designed to help attorneys better understand how generative AI can support firm communications, marketing content, client-facing materials, daily organization, and firm operations.
Learn More
National Elder Law Month 2026 - Free Marketing Package
May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.
Learn More