Practical Applications Lab
Date & Time
Friday, July 17, 2020, 1:00 PM - 2:30 PM
Jennifer Davenport, JD

This webinar highlights key features and best practices for drafting with Wealth Docx® and Wealth Tracx™, two of WealthCounsel’s trusts and estates solutions. We will specifically apply several of the concepts discussed during WealthCounsel’s Advanced Estate Planning Summit held on Thursday, July 16, 2020, but attendance on Thursday is not a prerequisite for attending the Practical Applications Lab on Friday. Existing WealthCounsel members and those interested in learning more about WealthCounsel’s trusts and estates solutions are invited to attend.

Specific topics may include:

  • Drafting with trust protector provisions using Wealth Docx®
  • Using Wealth Tracx™ to ensure that attorneys meet their ethical duties in assisting fiduciary clients in postdeath administrations
  • Planning with retirement assets using a Wealth Docx® revocable living trust or stand-alone retirement trust in light of the SECURE Act
  • Drafting options for grantor retained annuity trusts in Wealth Docx®
Virtual Session Link