Trusts & Estates
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
Elder Law Presentation for Referral Sources
Easily customizable, this download will help you explain the value an experienced elder law attorney can provide to referral sources and their clients.
Learn More
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
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