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
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
All in the FamilyTaxes have long been a driving motivation in estate planning. Tax avoidance often seems to override all other concerns, making the guiding goal of estate...
September 15, 2002
Estate Planning Clients Are Showing More Interest In EIULWith volatile financial markets, what products are clients using to fund their estate plans? In the life insurance market, the answer may be--and increasingly, is--equity ...
September 15, 2002
Generating Referrals From Trusts and Estates LawyersGenerating Referrals From Trusts and Estates LawyersIn the many studies we have done over the years, the number one concern of life producers has remained ...
September 01, 2002
Keep On Offering Estate Tax RidersByIn June, the stage was set for a showdown on repeal of the estate tax. Senate Democrats defeated President Bushs call for permanent repeal ...
September 01, 2002
A Strong CaseWhen trying to convince tribes to place their money in the care of his private investment management firm, or indeed any private investment firm, advisor...
August 12, 2002
Fla. Court Places Viatical Firm In ConservatorshipNU Online News Service, Aug. 12, 6:35 p.m. -- The Florida Department of Insurance says a judge in a St. Augustine, Fla., state court ...
August 04, 2002
Transfers To MinorsHow To Get The Outcome Your Clients WantTransfers To Minors--How To Get The Outcome Your Clients WantThe parent who leaves his son enormous wealth generally deadens the talents and energies of the ...
July 01, 2002
Independent Trust Companies DirectoryClick here to view our directory of Independent Trust Companies.
July 01, 2002
Wealth-Friendly DelawareFour of the independent trust companies in our directory (out of 68 respondents) are based in Delaware. Due to the many advantages The First State...