For estate planning attorneys with a heavy workload and a demanding schedule, your focus is on client matters and ensuring the highest standard of service. However, if you want meaningful growth and long-term stability, dedicating time to a strategic, intentional marketing plan is imperative.

The past year has been full of significant developments in estate planning, business law, elder law, and special needs law. To ensure that you stay informed of these legal changes, we have highlighted some of the year’s most noteworthy developments and discussed how they may impact your estate planning, elder law, and business law practices, including

• enactment of the One Big Beautiful Bill Act (OBBBA),
• denial of a deceased spouse unused exclusion (DSUE) claim,
• holding a nursing facility has standing to challenge a resident’s adverse Medicaid eligibility decision,
• issuance of an interim final rule exempting US persons and domestic companies from Corporate Transparency Act (CTA) reporting requirements, and more!

Trust is the cornerstone of every successful client relationship. For many established estate planning practices, word-of-mouth referrals play a significant role in building that trust. While these types of referrals remain a vital source of business, the modern client’s journey includes a critical next step.