From case law requiring notice for contingent beneficiaries to new federal rules applicable to joint employers, we have recently seen some significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we’ve highlighted a few noteworthy developments and analyzed how they may impact your estate planning and business law practice.
Current Developments in Estate Planning and Business Law: March Review
By WealthCounsel Staff on Mar 20, 2020 10:00:00 AM
The Quarterly 2020 Winter Issue - Trust Administration: Successfully Managing the Moving Parts
By WealthCounsel Staff on Mar 6, 2020 10:00:00 AM
The Quarterly—WealthCounsel’s legal magazine for estate planning and business law attorneys—2020 winter issue is here! This issue focuses on trust administration—a logical and complementary service to add to any estate planning practice. Full of informative articles, this issue offers practical insights for estate planning attorneys either already administering trusts or wishing to expand the scope of their practice to include trust administration.
Six Considerations for Serving Women in Estate Planning
By WealthCounsel Staff on Feb 28, 2020 10:20:32 AM
By Libby Banks, The Law Office of Libby Banks, PLLC
In the course of developing my estate planning practice, I’ve realized that the majority of my clients are women. I also have found that when a married couple comes to see me, the wife is typically the driver of the meeting. As both a woman and an estate planning attorney, I have developed some ideas about why women are so often the initiators of the estate planning process and what they are looking for from us as estate planners.