Protecting Client Trade Secrets: The Defend Trade Secrets Act of 2016, Part 1

By WealthCounsel Staff on Feb 9, 2017 9:29:43 AM

Learn more about how the Defend Trade Secrets Act of 2016 affects you and your clients.

Aggrieved parties have long been able to sue in federal court for copyright, patent, and trademark violations. Surprisingly, no corresponding private cause of action has existed for trade secret theft. Instead, trade secret cases were the domain of state courts.

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Prevent Ethical Pitfalls by Embracing the Five Cs of Estate Planning

By WealthCounsel Staff on Feb 8, 2017 8:00:00 AM

Estimated Reading Time: 4 minutes

Estate planning can involve many variables and can be fraught with potential ethical pitfalls and malpractice issues. It’s especially important for new estate planning attorneys to be aware of these risks and how to avoid them. With the proper precautions, you can prevent exposing yourself to severe case mismanagement consequences, including suspension or disbarment, civil action, and criminal charges.

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Is Resistance to Your Document Drafting Systems Preventing You from Offering the Best Solutions for Your Estate Planning Clients?

By WealthCounsel Education Staff on Feb 7, 2017 9:41:53 AM

Are you offering your clients the best service possible? What's stopping you?

Obviously, your estate planning clients deserve the best solutions for their particular needs. But are you actually providing peerless service that reflects the best of what your firm could be? And here’s a deeper question to go with that first one: if not, why not? What’s really causing friction at the firm?

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