Demystifying Trust Administration: A Guide

By WealthCounsel Staff on Oct 16, 2020 10:00:00 AM

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Many estate planning attorneys choose to expand into the practice of trust administration to provide additional legal services to their clients and increase profits in their law firms. As an estate planning attorney, you may initially encounter trust administration when a long-time estate planning client passes away and the family turns to you, as the trusted legal advisor, for help. Or potential clients may find you online while searching for a trusts and estates attorney because they need help handling the legal issues surrounding their deceased loved ones’ final affairs.

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Current Developments in Estate Planning and Business Law: October Review

By WealthCounsel Staff on Oct 9, 2020 10:19:41 AM

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From new SECURE Act guidance to the invalidation of a forum selection clause by a California court, we have seen some significant developments in estate planning and business law over the past month. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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4 Election Year Tax Strategies You and Your Clients Need To Consider

By WealthCounsel Staff on Sep 18, 2020 10:00:00 AM

2020 Election Implications for estate planners

The 2020 election is almost upon us. The past has taught us that trying to predict the results of an election are futile at best. Still, estate planning clients need timely counsel as to how the election may impact their financial futures. Estate planning attorneys strive to help clients stay informed and suggest opportunities for clients to respond to changes. While we do not know exactly what the future holds, we do have strong clues as to what the tax laws may look like if the balance of power shifts in 2021 from Republican to Democrat hands. 

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