WealthCounsel Staff


Recent Posts

Navigating the Trust Administration Journey

By WealthCounsel Staff on May 21, 2021 10:00:00 AM

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Navigating a postdeath trust administration can be daunting, and attorneys must have the necessary skills, knowledge, and competence to diligently and effectively provide legal services to fiduciary clients during this process.

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Current Developments in Estate Planning and Business Law: May 2021

By WealthCounsel Staff on May 14, 2021 10:00:00 AM

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From the proposed elimination of stepped-up basis to new grants for restaurants and live venues harmed by the COVID-19 pandemic, 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 a few noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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One Size Does Not Fit All in Estate Planning

By WealthCounsel Staff on May 7, 2021 10:00:00 AM

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One-size-fits-all estate plans are impracticable due to the differences and varying complexities in each person’s estate. It is imperative to tailor an estate plan to meet each client’s needs and goals, so the drafting attorney must understand the character of the assets in the client’s estate and the planning options best suited for each client. Because high net worth clients are often very protective of their assets, planning objectives and recommendations for clients with large estates will almost always differ and be more complex than those for other clients.

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