Trusts & Estates
watch
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.
Topics
Related Resources
watch
Trusts & Estates
Estate Tax Repeal
Join Robert S. Keebler, CPA, MST, AEP (Distinguished) for a discussion of the implications of the recently introduced bills to repeal the estate tax and the generation skipping transfer tax.
Learn More
watch
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.
Learn More
watch
Trusts & Estates
Hidden Secrets of Wealth Docx: Distribution Details
This video shows you how to share distribution details with multiple beneficiaries speedily and easily.
Learn More