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Trust Protectors – A Highlight from Heckerling

By WealthCounsel Staff on Feb 13, 2015 9:54:00 AM

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Photo: Matthew McClintock, J.D.,WealthCounsel's Vice President of Education speaks to attendees at a special event, "Looking Forward From Orlando," at the Heckerling Institute conference on January 15, 2015.

I had the recent pleasure and privilege of attending the Heckerling Institute on Estate Planning in Orlando, January 12 to 16. Not surprisingly, the event was outstanding and demonstrated once again why Heckerling has become the national forum for estate planning professionals.  

Topics: Estates Planning
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Charitable Giving – Shift focus from estate tax to income tax planning

By WealthCounsel Staff on Feb 6, 2015 9:29:18 AM

 

Topics: Estates Planning
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Planning Considerations for Elderly Clients

By WealthCounsel Staff on Jan 27, 2015 11:17:00 AM

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Topics: Estates Planning Drafting Solutions
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