We’re thrilled to be at the NCBA CLE’s 46th Annual Estate Planning & Fiduciary Law Program! Karl and Dan are here to connect and talk about WealthCounsel membership. Stop by for information about our drafting software, educational opportunities, and more!

The State Bar of Georgia's 2025 Fiduciary Law Institute is in full swing, and our team is having a great time connecting with attendees. Come say hello and discover why estate planning and elder law attorneys across the country love their WealthCounsel membership.

Don’t miss the next Trust Administration In Focus webinar this Wednesday, July 30! This session will explore the complexities of administering discretionary trusts, the impact of trustee distribution language, and six key duties. Sign up here: bit.ly/4kA7ZAf

WealthCounsel was a proud sponsor of the Alameda County Bar Association Summer Reception last Friday in Oakland, CA! Creighton Scott enjoyed his time soaking up some sunshine and sharing the benefits of joining WealthCounsel's nationwide network of attorneys.

Check out the latest issue of the WealthCounsel Quarterly! This issue addresses important topics such as safeguarding plans against AI threats, analyzing legal updates, including the One Big Beautiful Bill Act, and more! Click here for access: bit.ly/41cAjlc

Our latest blog article examines the rapid rise of deepfakes, their potential implications for estate planning, and—most importantly—how you can recognize and guard against their misuse. Read it now: bit.ly/4lOrfv5

Ready to meet fellow WealthCounsel members practicing in your state? Sign up for one of this month’s state forum meetings! These events bring members together to discuss state-specific topics, share valuable insights, and network! bit.ly/3vnVRyt

Symposium is THE event for estate planning professionals. But don't take our word for it. See what past attendees have to say! Learn more about this year's event and secure your seat today: bit.ly/3UHtxQO

Learn to navigate required minimum distributions (RMDs), inherited individual retirement accounts (IRAs), and beneficiary planning using standalone retirement trusts (SRTs) during the next Trusts & Estates In Focus webinar on August 21. Register here: bit.ly/4fiNneG

Join us August 28 for an #ElderLaw webinar that will teach you how individual retirement accounts (IRAs) are treated in the Medicaid eligibility process and how a Medicaid Compliant Annuity (MCA) can be used as a powerful planning tool. Sign up here: bit.ly/47iwfDP

Our latest blog article examines the rapid rise of deepfakes, their potential implications for estate planning, and—most importantly—how you can recognize and guard against their misuse. Read it now: bit.ly/4lOrfv5

Join us September 4 to explore the historical and systemic factors contributing to racial disparities in estate planning and learn actionable strategies for providing more equitable service. bit.ly/3Uj9qs

Dealing with clients' unusual or dangerous (but often valuable) tangible assets, such as firearms and restricted materials, poses challenges. This article explores these complex assets and offers essential tools for effective estate planning. bit.ly/3V5BjnD

Subscribe now to the WealthCounsel Quarterly, THE legal magazine for estate planning and elder law attorneys. Click here for access: bit.ly/3VvzbWr

WealthCounsel’s latest feature, Flowcharts, is built directly into the drafting platform and uses AI to help you clearly communicate complex estate plans. Schedule a demo to see Flowcharts in action! bit.ly/44SkCln

Learn to navigate required minimum distributions (RMDs), inherited individual retirement accounts (IRAs), and beneficiary planning using standalone retirement trusts (SRTs) during the next Trusts & Estates In Focus webinar this Thursday, Aug. 21. Sign up: bit.ly/4fiNneG

#Symposium2025 is just around the corner! Leave a comment below to let us know which sessions you’re most excited to attend at this year’s event in San Antonio. Not registered yet? Click here to reserve your spot: bit.ly/3FxnOsq

To help you stay informed 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! bit.ly/4oKv9He

Registration is open for WealthCounsel’s next Estate Planning Bootcamp—one of our flagship educational offerings! This intensive course helps attorneys confidently launch or expand into an estate planning practice. Learn more here: bit.ly/4bi8TgZ

During the next Trusts & Estates In Focus webinar on September 18, we will focus on thorny issues in engagement agreements, including joint representations, multi-generational representation, and avoiding “scope creep.” Learn more and register here: bit.ly/4luTzSd