Please register here only if you have not already registered for the PAL through the main Summit event.

This complimentary webinar highlights key features and best practices for drafting with Wealth Docx®, WealthCounsel’s estate planning solution. We will specifically apply several of the concepts discussed during today’s Advanced Estate Planning Summit, but attendance today is not a prerequisite for attending the Practical Applications Lab tomorrow. Existing WealthCounsel members and those interested in learning more about WealthDocx are invited to attend. Existing WealthCounsel members and those interested in learning more about WealthCounsel’s trusts and estates solutions are invited to attend.

Specific topics may include:

• Asset protection provisions in revocable and irrevocable trusts in Wealth Docx;
• Drafting testamentary charitable remainder trusts as part of a revocable living trust to hold retirement assets;
• Creating a family limited partnership in Wealth Docx;
• And a look at provisions relevant to the income taxation of trusts.

This program is not eligible for CLE.