Demystifying Trust Administration: A Guide

By WealthCounsel Staff on Oct 16, 2020 10:00:00 AM

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Many estate planning attorneys choose to expand into the practice of trust administration to provide additional legal services to their clients and increase profits in their law firms. As an estate planning attorney, you may initially encounter trust administration when a long-time estate planning client passes away and the family turns to you, as the trusted legal advisor, for help. Or potential clients may find you online while searching for a trusts and estates attorney because they need help handling the legal issues surrounding their deceased loved ones’ final affairs.

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Current Developments in Estate Planning and Business Law: October Review

By WealthCounsel Staff on Oct 9, 2020 10:19:41 AM

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From new SECURE Act guidance to the invalidation of a forum selection clause by a California court, we have seen some significant developments in estate planning and business law over the past month. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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Three Ways to Make the Most of Estate Planning Awareness Week

By WealthCounsel Staff on Oct 2, 2020 10:00:00 AM

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Fewer than half of Americans have an estate plan, according to Caring.com’s 2025 Wills and Estate Planning Study. In fact, the share of Americans with a will has steadily declined from 33 percent in 2022 to 24 percent in 2025. Now more than ever, attorneys are vital in educating their communities about estate planning and highlighting the lasting value and legacy protection a well-prepared plan can provide. To support you in these efforts, we are providing a complimentary marketing package for Estate Planning Awareness Week—along with three proven strategies to help you market your practice and spark meaningful conversations.

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