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Estate Planning Strategies: Collective Wisdom, Proven Techniques
Co-Authored By James Voeller


Paperback, 381 Pages

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According to a 2007 survey, nearly 60 percent of adults have not implemented a plan to provide for their loved ones and settle their final affairs. WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques hopes to reverse this trend and get everyone, no matter the size of his or her estate, to make estate planning a priority. With contributions from nearly 100 WealthCounsel estate planning attorneys, the book is chock full of useful information.

This book is designed to educate you about the importance of estate planning. More specifically, the purpose of this book is to help you avoid the common pitfalls that often occur without adequate planning so that you may fulfill your vision and family legacy in the disposition of your assets. In short, the proven strategies in this book will empower readers with knowledge about estate planning techniques that enable clients to leave what they want, to whom they want, and in the manner they want.

The ideas in this first-of-its-kind-book were drawn from the mind meld and collective wisdom of estate planning attorneys throughout the country who saw the need to compile a summary of the most effective estate planning strategies being used today. In addition to their commitment to sharing individual expertise for the benefit of many, these attorneys share another common genetic factor they are all members of WealthCounsel.

For more than ten years, WealthCounsel attorneys located in all 50 states have been helping clients of all ages and at all stages of life fulfill their estate planning objectives. As a membership-based organization of nearly 1,800 practitioners and users of the WealthDocsTM drafting platform, WealthCounsel and its member attorneys promote a client-centered approach to estate planning founded on the principles of legal competence, professional collaboration, and a commitment to excellence.

You, the reader, will discover that the 100 or so ideas and strategies showcased in this book derive not from simplistic legal theory, but from practical application in complex situations. The attorney-authors have carefully illustrated compelling scenarios drawn from estate planning solutions developed for hundreds of clients throughout the country. The techniques discussed span the full continuum of the estate planning process, from the goals of estate planning and the documents generated in the process to planning for incapacity, tax avoidance, charitable giving, retirement, and business succession.

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The Voeller Law Firm

Address:
19311 FM 2252
San Antonio, Texas 78266

Phone: 210-651-3851

Fax: 210-885-7180

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© Copyright 2012 - The Voeller Law Firm. All Rights Reserved

James N. Voeller and David G. Voeller, the attorneys at The Voeller Law firm, specialize in Estate and Business Planning, Probate, and Elder Law. Their specialties included designing complete estate plans which may include Revocable Living Trusts and Irrevocable Trusts for probate avoidance, incapacity planning, asset protection, and safeguarding inheritances. Additional items we included in our comprehensive estate plans are powers of attorney, medical powers of attorney, declarations of guardian, living wills, Pour-over wills and HIPAA authorization forms. Other estate planning solutions we provide include Firearms or Gun Trusts and Special Needs Trusts. Gun Trusts allow the ownership of NFA regulated firearms including suppressors or silencers, and machine gun. Gun Trusts provide added protection from criminal liability for the owners of NFA Regulated firearms. Special Needs Trusts help ensure that children or adults with special needs are able to receive the support they need without being disqualified from public assistance benefits. Our Elder Law services include helping people who might otherwise have too many assets to qualifying for Medicaid and VA benefits restructure their estates so they can qualify. We work to help people qualify for Medicaid benefits and VA Aid and Attendance Pension benefits without having to spend down their estates. We are accredited by the Veterans Administration. Our business planning services include setting up Limited Liability Companies (L.L.C.'s), Limited Partnerships (L.P.) and Family Limited Partnerships (F.L.P.'s) to protect assets, provide orderly business operation and succession, and reduce taxes. Our probate services provide help and peace of mind to families who have lost a loved one. We work to ensure the probate process is completed efficiently, in an orderly manner, and as quickly as possible.