Trusts & Estates
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Trusts & Estates
An Elder Law Case: From Initial Consult to Funding
To better understand elder law, it can be helpful to walk through a case from beginning to end.
During this video, WealthCounsel’s Zach Bloxham will illustrate Medicaid crisis and proactive planning cases from the initial consultation to funding a Medicaid Asset Protection Trust.
Watch now as Zach takes you on this exciting legal journey.
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Trusts & Estates
“I Don’t Belong”: Imposter Syndrome in the Legal Profession
During this video, Brian S. Quinn will discuss the impact of the untimely death of his mentor and how trying to “fill his shoes” became more than a job, it took over his life.
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Trusts & Estates
Retirement Account Planning with the Secure SNT and Charities
During this video, you will learn how to plan under the Secure and Secure 2.0 Acts.
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Trusts & Estates
Hidden Secrets of Wealth Docx: Distribution Details
This video shows you how to share distribution details with multiple beneficiaries speedily and easily.
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