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WealthCounsel Quarterly


The WealthCounsel Quarterly is the premier legal magazine for estate planning and elder law professionals. 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.

IN THIS ISSUE:

This issue addresses important topics such as:

  • Compressed fiduciary income tax brackets and strategies for mitigating an irrevocable trust’s taxable income 
  • How Medicaid payback works and how to protect clients’ assets
  • Flexible approaches to marital and nonmarital shares
  • Signs of undue influence that courts look for and how to avoid undue influence claims  

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