Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
How to Get Wealthy People to Trust You
By Bryce SandersIf trust is earned a little at a time, where do you start?
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
August 12, 2019
Meet the 'SPY 11' Kids With $250B Riding on Their LivesA wonky structure pegs the fund's future to their mortality; most of those named in the ETF's documents were not aware.
May 08, 2019
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to ThumbThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.
April 10, 2019
Trusts for Pets: Not Just for the Super-WealthyA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.
December 17, 2018
2 Former Wilmington Trust Execs Sentenced to 6 Years for FraudWilmington Trust's former president and CFO were the first to be sentenced this week for crimes stemming from the bank's downfall in 2011.
December 04, 2018
For Wealthy Clients, 'Satisfied' Isn't Good Enough: SEI"High-net-worth clients expect exceptional client experiences in all facets of their lives," SEI's John Anderson says.
October 24, 2018
Kestra Financial Buying Reliance TrustThe firm, which works with about 2,300 advisors, says the deal expands its service offerings as demand for trust services is growing.