Trusts & Estates
WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Articles include:
Stepping Into Adulthood: Planning Needs for Young Adults
By: Phoebe Stone, JD, MA
What to Know About ABLE Accounts
By: Kelly Piacenti
Asset Protection for High-Risk Professionals
By: Edward D. Brown, JD, LLM, CPA, Andrew Bechel, JD, LLM, and Eric Kaplan, JD
Planning for the Elderly (and Those Who Eventually Will Be)
By: Zach Bloxham, JD
The ABCs of Public Benefits: What Are the Options and Who Qualifies?
By: Zach Bloxham, JD and Stefanie Dion Jones
Ethical Implications of Generative Artificial Intelligene on the Practice of Law
By: Jennifer L. Villier, JD
Enhancing the Client Experience: Effectively Serving Diverse Needs
By: Jessica Spenik, 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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Get free access to the 2024 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.
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WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
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