Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Connect, then lead
By Maribeth KuzmeskiNew research shows that effective leaders begin by establishing a connection.
July 10, 2013
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012Bank trust companies are doing well, but threats for RIAs linger.
June 19, 2013
Most trust donors retain control of investmentsPersonal trust assets account for one-quarter of total assets under administration at independent trust companies.
June 17, 2013
The Not-So-Irrevocable Trust: Unlocking Trust AssetsThere are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.
June 17, 2013
The not-so-irrevocable trust: Unlocking trust assetsIf plans have changed, clients can terminate a trust they no longer need.
June 17, 2013
The not-so-irrevocable trust: Unlocking trust assetsIf plans have changed, clients can terminate a trust they no longer need.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.