Trusts & Estates

download

Trusts & Estates

Corporate Transparency Act Handout - Beneficial Owner Reference Guide

The Corporate Transparency Act (CTA) took effect January 1, 2024, and applies to many types of business entities—as well as to any estate planning clients who use an entity to hold out-of-state or valuable personal property, receive valuation discounts, or protect assets.


Make sure you and your clients are prepared for the forthcoming changes! Download the quick reference guide for attorneys to learn about reporting obligations.


Complete the form to get your free guide

Related Resources

WC Trusts and Estates Pro Membership Document Templates Thumbnail rg
download
Trusts & Estates

WealthCounsel Document Templates - Trusts & Estates Professional Membership

This document showcases what is included with a WealthCounsel Trusts & Estates Professional membership to help you decide whether this membership option is best suited for your firm.

Learn More
WC Elite Membership Document Templates Thumbnail rg
download
Trusts & Estates

WealthCounsel Document Templates - Elite Membership

This document showcases what is included with a WealthCounsel Elite membership to help you decide whether this membership option is best suited for your firm.

Learn More
WC Essential Membership Document Templates Thumbnail rg
download
Trusts & Estates

WealthCounsel Document Templates - Essential Membership

This document showcases what is included with a WealthCounsel Essential membership to help you decide whether this membership option is best suited for your firm.

Learn More

Get the Premier Magazine for Industry Thought Leaders