WealthCounsel® is a leading provider of document drafting software, continuing legal education, and other professional resources for estate planning attorneys seeking to build successful practices or introduce operating efficiencies to expand their practices. As a membership organization of more than 1,600 attorneys nationwide, WealthCounsel and its members are committed to a client-centric approach to estate planning founded on the principles of competence, collaboration, and a meaningful sense of professional community.

The need for personal and professional trust, tax and investment services has never been greater. Individuals with substantial assets want workable, effective ways to help minimize the impact of income and estate taxes, manage their financial assets and ensure that they and their beneficiaries will be secure and protected irrespective of what the future may bring.

Our founders started with a simple premise: combine superior, informed trust management services provided by experienced professionals with the built-in advantages provided by our Delaware and Nevada locations.

Because of their unique regulatory and legal climate, Delaware and Nevada have a long history of being the states of choice for forming and administering personal trusts. In addition to offering a greater degree of investment flexibility, asset protection, and confidentiality than most other states, Delaware and Nevada trusts can be structured to provide an array of significant tax advantages.

We extend an invitation to you to join the other individuals, families, attorneys, financial advisors and institutions who have found Christiana Trust to be a firm uniquely responsive to client needs.

ElderCounsel provides new and advanced Elder Law and Estate Planning attorneys the critical resources for elder law and special needs planning:

• Elder Law Document Drafting
• Educational Programs
• ElderForum™

Why ElderCounsel?

Take the challenge out of elder law and special needs planning. We have the resources you need to succeed.

Providing sound legal counsel for elderly and special needs clients has always been a challenge for the Estate Planning and Elder Law Attorney.

Complexities of elder law and special needs planning are more easily managed with proper legal training and the ability to exchange idea with your professional community - tools that you simply don't have time to develop on your own.ElderCounsel's Drafting System puts a smart, efficient document creation and assembly process right at your fingertips. The software will help you generate the following:

Elder Law Document Drafting System

• Income only trust
• Third party and self settled supplemental needs trusts
• Promissory note and private annuity
• Medicaid GRAT
• Personal care contracts
• Wills and revocable living trusts addressing elder law and special needs planning issues
• Advance directives

InKnowVision is a national consulting and marketing firm and the leader in education, design and development of wealth transfer, asset protection and comprehensive planning solutions for independent advisors who serve (or aspire to) affluent families in the range of $10M to $200M. We provide a complete back office service for estate planning attorneys, insurance professionals and financial advisors that increases their ability to compete in the high-net worth market.

We also provide the power behind the Advisors Forum Client Strategies Planner software.

Our Goal:

• Educate and empower you
• Build your confidence to work with affluent families
• Position you to build a strong reputation with affluent families
• Increase your bottom line

We Provide You With:

• Powerful processes and tools to identify the needs of your affluent clients
• Practical applications for diagnosing areas of greatest risk and potential
• Real implementable design solutions that help your clients meet their goals
• Hands on marketing training so you can deliver high level services to your affluent clients.

Imagine what you could achieve by expanding your confidence, knowledge and capabilities to work with affluent clients. We will teach our unbiased team approach to solving your client’s planning problems. We will also give you access to the tools, training and strategies that expand your competence and increase your confidence.

Our proprietary design and presentation software allows the integration of multiple planning strategies with varying assumptions, resulting in an excellent presentation tool for working with your clients.

Collectively, we use an unbiased team approach to solving your client’s planning problems and help you to create optimum results for your affluent clients.

Ultimately, we take complex issues and support you to make them simple for your client. 

InKnowVision, LLC
Contact Scott Hamilton at scott@ikvllc.com

Legal Directives, LLC securely stores your client's healthcare power of attorney, living will, and emergency medical information and makes them available via fax or online 24/7 from anywhere in the world.

Whether you are an attorney, accountant, or a financial advisor, your firm will greatly enhance its community presence when you deliver to your clients a customized wallet card designed and branded with your logo and color choices.

For additional branding, every time you enroll a client, Legal Directives sends a fax copy of your client's healthcare directives to his or her primary care physician with a fax cover identifying your firm as the sender.

Ever look at the law practices of your fellow estate planning attorneys and wonder why some of them have the most sophisticated image, the fastest-growing clientele, the most dynamic web presence, the most successful seminars, the most referral sources? Ever wonder why they seem to have ever-expanding revenue, but work less than you do?

They make it look easy, don't they?

Want to know their secret?

SmartMarketing
3033 Riviera Drive, Suite 103
Naples, Florida 34103

The Laureate in Wealth Strategies Program is a 1-Year Certification Program for Attorneys, Financial Planners, CPAs, Life Insurance Planners, Charitable Gift Officers, and others involved in serving Families with Taxable Estates. The program is centered on the concept of Attracting & Working With Affluent Families, from Pre-engagement through Implementation & Confirmation. Over the year, we get together in 4 classroom sessions and 7 telephone conferences. The sessions are organized around the 4 Four Pillars: The Edge, The Protocols, The Business, and The Safe Place. The sessions are participatory and much of the course is case study driven to illustrate and examine practice techniques strategies, current strategies, role playing, conversations with Independent Collaborative Advisors (ICAs), and staff/team participation—all to help families with taxable estates while growing your profitable practice.

Register or find out more about the Laureate Program and the tuition discount for Forum members.

Trustee Support Services provides assistance to family members who are called upon to serve as fiduciaries for their loved ones. The family member chosen as fiduciary may be unprepared to handle the technical, labor intensive and cumbersome accounting tasks associated with that important role. As a result, untrained fiduciaries sometimes find themselves in hot water with trust beneficiaries, responding to demands for detailed accountings, financial statements and tax returns.

At Trustee Support Services, we accept the compliance and administration tasks for non-professional fiduciaries, so they can feel comfortable retaining all discretionary and decision-making responsibilities.

Trustee Support Services:

• Coordination of distributions with investment advisors
• Calculation of trust distribution amounts
• Coordinating valuation of trust assets
• Preparing federal tax compliance
• Accounting for allocation of trust earnings and expenses

We also provide forensic, litigation support services for fiduciaries and/or beneficiaries who find themselves at odds with one another.

Litigation Support Services:

• Accounting for income and expenses to comply with IRS regulations
• Forensic reconstruction for accounting records for defense or prosecution of lawsuits
• Expert witness services for fiduciary accounting disputes
• Accounting for principal and income to comply with state statutory requirements