Leveraging Artificial Intelligence in the Trust and Estate Practice

By WealthCounsel Staff on Mar 1, 2024 10:00:00 AM

Leveraging AI-Blog

By Mary E. Vandenack, JD, ACTEC, COLPM®, CAP®, Accredited Estate Planner® (Distinguished) Nominee

Artificial intelligence (AI) is generally defined as “the capacity of computers or other machines to exhibit or simulate intelligent behaviour; the field of study concerned with this.” While artificial intelligence has recently been in the forefront of the media due to the rapid evolution of new applications and use of the technology, the concept has been around for a long time.  

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Current Developments: February 2024 Review

By WealthCounsel Staff on Feb 16, 2024 10:00:00 AM

monthly-recap (1)

From an Internal Revenue Service (IRS) win in an individual retirement account (IRA) rollover contribution case involving James Caan, to increased contribution limits for ABLE accounts and updated guidance under the Corporate Transparency Act, we have recently seen significant developments in estate planning, elder and special needs law, and business law.

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, elder law, and business law practice.

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Obtaining Long-Term Care for Your Client: A Primer on Medicaid Eligibility

By WealthCounsel Staff on Feb 2, 2024 10:00:00 AM

Obtaining Long-Term Care for Your Client-Blog-2

By Jill Roamer, JD

According to the U.S. Department of Health and Human Services, there is an almost 70 percent chance that your client will need some type of long-term care by the time they are sixty-five. That care might be provided as in-home help or at an assisted living or nursing home facility. As an elder law attorney, it is important that you discuss with your client the type of care they would prefer and create a plan to pay for it.

Topics: Elder Law
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