WealthCounsel, LLC

Elevate your practice and learn directly from the experts you trust at #Symposium2026! This year, WealthCounsel staff attorneys will present practical, next-level insights on key topics, including shifting elder law legislation, nonprobate asset transfers without a trust, planning strategies for lifestyle assets such as timeshares and club memberships, and more. Secure your spot today! https://bit.ly/4e6IB5F

To help you stay informed, we have highlighted some noteworthy legal developments and analyzed how they may impact your practice. Read the latest Current Developments blog now! https://bit.ly/4uY48Cn

WealthCounsel is in Chicago for the IICLE's Estate Planning Short Course 2026! Stop by our booth to meet Brock Beckstrom and learn about all the membership opportunities available to advance your practice.

This Thursday, May 21, join us for a seminar on planning for complex estates. Enhance your practice, learn practical solutions and advanced techniques for structuring, and planning for income tax and transfer tax. Learn more:

Visit our booth at the 66th Annual Probate & Estate Planning Institute in Acme, MI, this week to learn more about WealthCounsel membership and how Wealth Docx® provides up-to-date, state-specific drafting tools to advance your practice.

Are you in Atlantic City this week attending the New Jersey State Bar Association’s 2026 Annual Meeting and Convention? Stop by the WealthCounsel booth to connect with Rick Gee and learn more about our estate planning software for attorneys, as well as our current promotion for new members who join by tomorrow, May 15!

May is National Pet Month, a timely reminder that pets are family for many of your clients. However, pet planning is often overlooked or handled informally, leading to unintended gaps in an otherwise well-structured estate plan. To help your clients provide a lasting legacy for their companions, revisit our article, “Creating a Legacy for Your Client’s Pet.” It covers key considerations, common pitfalls, and planning options. Read the article here: https://bit.ly/4u3ZFhD

Expand your knowledge of the benefits available to those who have served our country during the Veterans Pension Immersion Camp on June 17. This course, led by WealthCounsel's Zach Bloxham, is designed to deepen your understanding of VA law and satisfies the continuing education credit required for VA accreditation. Learn more and register: https://bit.ly/4u1UO0m

#NationalElderLawMonth is here! Don’t forget to download our customizable marketing package designed to help you educate clients and grow your referral network this month. This year’s package includes the following: ✓ A presentation on when and how to claim Social Security benefits ✓ A prewritten blog article explaining both Medicare and Medicaid ✓ A client handout sharing information on common types of public benefits ✓ A quick reference guide that breaks down what Medicare and Medicaid cover ✓ A helpful guide for quickly referencing 2026 public benefit numbers Click here to access the free download: https://bit.ly/3R5C9lA

This year’s Symposium agenda brings together distinguished speakers from across the country to share insights that will help you deliver superior service, regardless of the challenges your clients are navigating. Explore the lineup of thought leaders ready to increase the depth and impact of your expertise → https://bit.ly/42avp8h