Protecting Client Trade Secrets: The Defend Trade Secrets Act of 2016, Part 2

By WealthCounsel Staff on Feb 21, 2017 11:53:18 AM

Part 2 of this three-part series examines key provisions of the Defend Trade Secrets Act of 2016The enactment of the Defend Trade Secrets Act of 2016 expanded the available courses of action for aggrieved parties to protect their trade secrets. Signed into law on May 11, 2016, the Act gives federal courts jurisdiction over trade secret cases and allows individuals to bring a private cause of action in federal court.

Topics: Business Law
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Why on Earth are You Still Tracking State and Federal Legal Requirements to Your Estate Planning Documents by Hand?

By WealthCounsel Education Staff on Feb 21, 2017 11:09:35 AM

Learn more about why tracking state and federal legal requirements by hand isn't the best practice for your practice.Are you and your staff still tracking state and federal legal requirements by hand for estate planning documents? If so, consider this article your much-needed wake up call: you need a software intervention!

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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.

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