Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
November 12, 2013
Democrats, Republicans join to fix trust glitchCurrent law bars people with disabilities from setting up their own special needs trusts.
November 06, 2013
The weak linkIs the day coming when corporations wont be able to use trusts to shield themselves from taxes?
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
October 23, 2013
New Hire Roundup: Marvin Davis Goes to Edelman Financial ServicesAlso this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
August 09, 2013
Revocable vs. irrevocable: Which trust is right for your client?An irrevocable trust trades control for a whole lot of tax benefits.
August 09, 2013
Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Your Clients?An irrevocable trust trades control for a whole lot of tax benefits.