WealthCounsel Staff


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Current Developments in Estate Planning and Business Law: September 2022

By WealthCounsel Staff on Sep 9, 2022 10:00:00 AM

monthly-recap (1)

From the Internal Revenue Service’s (IRS’s) reversal of its position on estate tax deductions for certain unitrust interests of charitable remainder unitrusts (CRUTs) to newly enacted pay transparency laws, we have recently seen significant developments in estate planning 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 and business law practice.

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What Crypto Winter Means for Estate Planners

By WealthCounsel Staff on Sep 2, 2022 10:00:00 AM

Crypto Winter - Blog

Cryptocurrency’s decentralized nature has changed the world of global finance. However, because it is so new and volatile, the crypto market’s dizzying ups and downs can be difficult to interpret. Is the recent “crypto winter” just one of these regular fluctuations, or does it indicate permanent problems with the viability of crypto? Virtual assets may now be a significant component of your estate planning clients’ portfolios, so keep reading to learn more about the future of these investments.

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6 Tips for Smooth Trust Asset Allocation and Distribution

By WealthCounsel Staff on Aug 26, 2022 10:00:00 AM

6 Tips Trust Allocation-Distribution-Blog

Trust administration is a complicated process with many moving parts. As you represent the trustee, you must keep in mind the needs and demands of the trust beneficiaries. Though there may be pressure to make trust distributions as quickly as possible, your top priority should be to make sure all of the necessary tasks are completed—and in the proper order. Keep reading for tips on how to make the trust asset allocation and distribution processes go smoothly.

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