WealthCounsel, LLC


Recent Posts

4 Recent Developments in Estate Planning

By WealthCounsel, LLC on Jun 26, 2019 9:49:30 AM

There have been significant legal developments in recent months—from two rare Supreme Court cases in our practice area to an uptick in litigation over no-contest clauses—we’re here to help you grapple with and learn from these cases. Read our break down of just a few of the most impactful developments so far this year.

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SCOTUS Issues Ruling in Kaestner: No Taxation without Minimum Connections!

By WealthCounsel, LLC on Jun 25, 2019 8:51:50 AM

On June 21, 2019, the US Supreme Court unanimously ruled in North Carolina Department of Revenue v. Kaestner 1992 Family Trust, No. 18-457, 2019 WL 2552488 (U.S. June 21, 2019) that the presence of in-state beneficiaries alone does not permit a state to tax trust income that has not been distributed to the beneficiaries where the beneficiaries have (1) no right to demand the income and (2) no guarantee that they would eventually receive the income from the trust. Justice Sotomayor delivered the opinion of the Court; Justice Alito, joined by Chief Justice Roberts and Justice Gorsuch, filed a concurring opinion.

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WealthCounsel Stands with the Community Food Bank of Eastern Oklahoma

By WealthCounsel, LLC on Jun 21, 2019 10:02:00 AM

The charities we’ve chosen to work with this year pursue causes close to our heart—building strong communities, empowering individuals using technology, promoting education, and accessible legal services. As a company, these beliefs are what guide us in not only how we serve our members, but also how we strive to serve our greater communities through WealthCounsel Stands.

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