A Key to Offering Customized Solutions to Estate Planning Clients: Amazing Drafting Software

By WealthCounsel Education Staff on Feb 16, 2017 10:00:00 AM

When clients are going through the worst, make sure your document drafting software can offer them the best!

Tolstoy said, “All happy families are alike; every unhappy family is unhappy in its own way.” Since families and estates are so intertwined, Tolstoy’s maxim holds true in some degree for estate planning purposes. Many clients require customized estate planning – and clients with warring families have their own special needs and considerations.

Continue Reading

How to Get Employees to Help not Hinder the Expansion of your Estate Planning Practice

By WealthCounsel Staff on Feb 15, 2017 8:00:00 AM

How to Get Employees that Help not Hinder the Expansion of your Estate Planning PracticeChoosing when and how to grow a team is a critical business decision for legal entrepreneurs expanding an estate planning practice. Team members are typically the highest budget line item and the biggest investment attorneys make in their practice. They are also the biggest risk, often resulting in lost of time, prospects, and business growth if not selected and nurtured positively.

Continue Reading

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.

Continue Reading
  • There are no suggestions because the search field is empty.