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WEALTHCOUNSEL RESOURCE CENTER Estate_Planning, Retirement_Planning, Standalone_Retirement_Trust. Wealth Docx: Domestic Asset Protection Trust (DAPT) Sample. Download our sample Domestic Asset Protection Trust (DAPT) to see how simple it is to draft with accuracy and efficiency using Wealth Docx. Wealth Docx’s DAPT facilitates the customization, detail, and flexibilityyou
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CONTINUING LEGAL EDUCATION (CLE) ARTICLES, EVENTS, NEWS Articles. Estate_Planning, Estate_Planning_and_Probate, Business_Law, Choice_of_Entity. Avoiding Double-Taxation on C Corporations. C corporations are often an excellent but overlooked entity choice in estate planning. With the passage of the Tax Cuts and Jobs Act, the new C corps tax rate is 21% while the top individual tax rate is 37%.To
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The WealthCounsel Store provides all the professional presentation and educational materials you need to make the right impression with your clients. Our estate planning portfolios (with complementary tab sets) are the perfect binder for showcasing your hard work. PROFESSIONAL PLAN PRESENTATION MATERIALS (BINDERS AND TABS Please note: Shipping may be delayed due to COVID-19. Portfolios are more than a method to hold important documents—they’re a physical reminder of your work and can reinforce your company’s reputation and continue its branding. WealthCounsel has partnered with In-A-Bind, Inc. to develop several colors, sizes, and portf JOINT VS. SEPARATE TRUSTS FOR MARRIED COUPLES Deciding between joint and separate trusts for married couples has been a conundrum within the estate planning community for a long time. While many attorneys swear by one trust over the other, there are many factors—such as, the state in which the couple resides, the total of their marital estate, and the couple’s relationship itself—that contribute to the decision of which trust is TRUST ADMINISTRATION PORTFOLIOS SET (1.5") 14 BINDERS PER CASE + TABS An attractive binder for your clients to store their documents. One set of tabs per binder ordered, additional tabs may be purchased separately. If you are unable to find the exact tab that you are seeking, please see our options for individual tabsthat
AVOIDING DOUBLE-TAXATION ON C CORPORATIONS Understandably, this is a situation most want to avoid or minimize. Here are three ways to reduce or possibly eliminate the problems of double taxation with C corps: Retained Earnings: One way to avoid double taxation is simply to retain corporate earnings. By retaining the income rather than distributing it to shareholders as dividends,the
WEALTHCOUNSEL ESTATE PLANNING SOFTWARE, CLE AND LEGALMEMBERSHIPSSOFTWAREEDUCATIONLEGAL MARKETINGRESOURCE CENTERBLOG Discover our game-changing estate planning software for attorneys. It simplifies document drafting and customization so you can spend more time where it matters most — with your clients. you. Tap into our continuing legal education (CLE) seminars and resources, and gain practical skills and insights that you can use right away. WEALTHCOUNSEL RESOURCE CENTER Wealth Docx’s DAPT facilitates the customization, detail, and flexibility you expect, including trustee succession options, Trust Protector provisions, and pick-and-choose Trust Protector powers, resulting in the type of document you can confidently present to your clients. Download the sample and check it out—we think you’ll likewhat
WEALTHCOUNSEL RESOURCE CENTER Estate_Planning, Retirement_Planning, Standalone_Retirement_Trust. Wealth Docx: Domestic Asset Protection Trust (DAPT) Sample. Download our sample Domestic Asset Protection Trust (DAPT) to see how simple it is to draft with accuracy and efficiency using Wealth Docx. Wealth Docx’s DAPT facilitates the customization, detail, and flexibilityyou
WEALTH DOCX ESTATE PLANNING SOFTWARE FOR ATTORNEYS Estate tax planning including marital deduction planning (Clayton Election and generation-skipping transfer tax (GSTT)) Continuing and testamentary trusts for beneficiaries. Comprehensive charitable planning, including testamentary charitable trusts and private foundations. Trust Protector provisions. Conduit trust provisions forretirement
CONTINUING LEGAL EDUCATION (CLE) ARTICLES, EVENTS, NEWS Articles. Estate_Planning, Estate_Planning_and_Probate, Business_Law, Choice_of_Entity. Avoiding Double-Taxation on C Corporations. C corporations are often an excellent but overlooked entity choice in estate planning. With the passage of the Tax Cuts and Jobs Act, the new C corps tax rate is 21% while the top individual tax rate is 37%.To
WEALTHCOUNSEL STORE
The WealthCounsel Store provides all the professional presentation and educational materials you need to make the right impression with your clients. Our estate planning portfolios (with complementary tab sets) are the perfect binder for showcasing your hard work. PROFESSIONAL PLAN PRESENTATION MATERIALS (BINDERS AND TABS Please note: Shipping may be delayed due to COVID-19. Portfolios are more than a method to hold important documents—they’re a physical reminder of your work and can reinforce your company’s reputation and continue its branding. WealthCounsel has partnered with In-A-Bind, Inc. to develop several colors, sizes, and portf JOINT VS. SEPARATE TRUSTS FOR MARRIED COUPLES Deciding between joint and separate trusts for married couples has been a conundrum within the estate planning community for a long time. While many attorneys swear by one trust over the other, there are many factors—such as, the state in which the couple resides, the total of their marital estate, and the couple’s relationship itself—that contribute to the decision of which trust is TRUST ADMINISTRATION PORTFOLIOS SET (1.5") 14 BINDERS PER CASE + TABS An attractive binder for your clients to store their documents. One set of tabs per binder ordered, additional tabs may be purchased separately. If you are unable to find the exact tab that you are seeking, please see our options for individual tabsthat
AVOIDING DOUBLE-TAXATION ON C CORPORATIONS Understandably, this is a situation most want to avoid or minimize. Here are three ways to reduce or possibly eliminate the problems of double taxation with C corps: Retained Earnings: One way to avoid double taxation is simply to retain corporate earnings. By retaining the income rather than distributing it to shareholders as dividends,the
WEALTHCOUNSEL RESOURCE CENTER A successful postdeath trust administration relies on a well-informed trustee. Wealth Tracx's Trustee Manual helps attorneys efficiently and competently advise fiduciaries during the administration process. Download the free sample 2021 Tax Cheat Sheets for Clients and Prospects. Estate_Planning, Tax_Planning, Client_Communications,Client
WEALTHCOUNSEL RESOURCE CENTER Estate_Planning, Retirement_Planning, Standalone_Retirement_Trust. Wealth Docx: Domestic Asset Protection Trust (DAPT) Sample. Download our sample Domestic Asset Protection Trust (DAPT) to see how simple it is to draft with accuracy and efficiency using Wealth Docx. Wealth Docx’s DAPT facilitates the customization, detail, and flexibilityyou
OUR PRINCIPALS ARE EXPERT ESTATE PLANNING ATTORNEYS Our principals are expert estate planning attorneys and professionals who are deeply connected to our membership. Their role is to listen to and partner with WealthCounsel members to help produce the highest quality tools and programs. In giving voice to our community, our dedicated principals ensure that you are heard–and that you receive CONTINUING LEGAL EDUCATION (CLE) ARTICLES, EVENTS, NEWS Articles. Estate_Planning, Estate_Planning_and_Probate, Business_Law, Choice_of_Entity. Avoiding Double-Taxation on C Corporations. C corporations are often an excellent but overlooked entity choice in estate planning. With the passage of the Tax Cuts and Jobs Act, the new C corps tax rate is 21% while the top individual tax rate is 37%.To
CONTACT WEALTHCOUNSEL ABOUT OUR LEGAL SOFTWARE SOLUTIONS Contact WealthCounsel for membership information or for a demo of our business planning and legal software for attorneys. CONTINUING LEGAL EDUCATION EVENT CALENDAR Explore our continuing legal education calendar for legal practice development, estate planning law, business law and legal marketing webinars and events. ESTATE PLANNING FOR LARGE ESTATES Even though the federal estate tax exemption is now $11.7 million per person and $23.4 million per married couple, there are still plenty of ultra-wealthy clients who need their estate planning done. Supply and demand means that there are likely fewer attorneys specializing inthis
DRAFTING ESTATE PLANNING DOCUMENTS IN A POST-SECURE ACT Drafting Estate Planning Documents in a Post-SECURE Act Environment. One year ago this week, the House passed the SECURE Act with 417 yeas and 3 nays. Although this bill, Setting Every Community Up for Retirement Enhancement Act of 2019, H.R. 1994, 116th Cong. (2019), had overwhelming bipartisan support, it languished in the Senate. ESTATE PLANNING ESSENTIALS: SURVIVOR'S TRUST A Survivor’s Trust, on the other hand, provides the surviving spouse with the same kind of versatility at first death that he or she would have had if the couple had used separate trusts at the outset. In a community property state, another benefit of a joint trust is the preservation of the valuable “double step-up in basis" at the death A BARGAIN SALE OF LAND TO A LAND TRUST: HOW YOU CAN MAKE In this article, Ross shares his expertise in the use of the Charitable Bargain Sale as a means of helping donors accomplish their personal and philanthropic goals while benefitting land preservationin
ALL THE TRUST ADMINISTRATION TOOLS YOU NEED. ALL IN ONE PLACE. ANNOUNCING WEALTH TRACX.Learn More X
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YOU CAN ALWAYS SPOT A WEALTHCOUNSEL ATTORNEY. Their documents are impeccable, their ideas are sharp, and their network is like no other. They have time for their clients, and it shows. As a WealthCounsel member, you’ll gain the legal software, knowledge, and community support to help make your practice a thriving business. Are you ready to be noticed?Why WealthCounsel
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