Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
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By Staff WriterThe estate and gift tax reduction benefits of a qualified personal residence trust (QPRT) are widely understood. But an often overlooked QPRT benefit is the...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 01, 2008
Your Role: Get a Good T&E AttorneyThe role of the investment advisor is to assemble the team that will help your client sell his business. The quarterback is the investment banker,...
March 01, 2008
InheritanceMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
February 17, 2008
Special Needs Planning: Helping Those Who Cannot Help ThemselvesOne in 150 8-year-old children in the United States has been diagnosed with autism, according to the U.S. Center for Disease Control. Furthermore, the National ...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
February 17, 2008
Special Needs Planning: Helping Those Who Cannot Help ThemselvesOne in 150 8-year-old children in the United States has been diagnosed with autism, according to the U.S. Center for Disease Control. Furthermore, the National ...