WealthCounsel, LLC

Our team is excited to be at the North Carolina Bar Association’s 45th Annual Estate Planning & Fiduciary Law Program this week! Karl Clegg and Mike Zellmer are on site to answer all of your questions about WealthCounsel membership and the documents you can create using our superior drafting software.

Unlock the power of Wealth Tracx®—an all-in-one solution that equips you and your team with the essential documents, tools, and resources for seamless #TrustAdministration services. Included in Trusts & Estates Professional and Elite memberships, Wealth Tracx will help you practice confidently, competently, and efficiently. Schedule your demo today! https://bit.ly/3zWn0e9

The next Estate Planning Bootcamp is just around the corner! Register now for this three-day course and learn everything you need to know to practice #EstatePlanning with confidence. Click here: https://bit.ly/4bi8TgZ

Join us this Wednesday, July 24, for “Risk Mitigation for the Successor Trustee.” The course will walk you through risk mitigation strategies for successor trustees, who are often unfamiliar with the demands of the position, to help ensure their success. Sign up here: https://bit.ly/4eTMFnA

Join us for the next Exploring Trusts and Estates webinar on Tuesday, July 30! Intended for attorneys new to trust and estate law or looking to transition to this practice area, it will focus on some of the most valuable tools in any estate planner's toolbox: revocable and irrevocable trusts. Secure your complimentary spot today! https://bit.ly/3W0NwdC

To help you stay abreast of recent legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your practice. Read the latest Current Developments blog now: https://bit.ly/4bLDxyv

During the Trusts & Estates In Focus webinar on July 18, you will learn how different Applicable Federal Rates (AFRs) and section 7520 rates impact the effectiveness of various wealth transfer techniques. Secure your seat now: https://bit.ly/46d18Hv

There is still time to register for the Elder Law In Focus webinar tomorrow, July 16, at 1:00 PM ET! During the one-hour course, you will learn about representing clients with diminished capacity in special needs planning, including informed consent, settlement requisites, and more. Register now: https://bit.ly/3y1Hh0X

During the Trust Administration In Focus webinar on July 24, Josh Yager will share risk mitigation strategies for successor trustees, who are often unfamiliar with the demands of the position, to set them up for success. Secure your virtual seat now! https://bit.ly/4eTMFnA

Estate Planning is known to some as “happy law,” as it is in stark contrast to other more contentious practice areas like civil litigation and family law. From a growing demand for #EstatePlanning services to a better work-life balance, learn why attorneys couldn’t be happier with their decision to transition into this practice area in our newest blog article! https://bit.ly/4bAqWyc