Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
July 14, 2011
Ode to the Trust: 1st SonataThis article is the first in a two-part series from Mr. Shenkman outlining the necessary elements to successfully manage a trust, including life insurance trusts, to avoid litigation and ensure the smooth operation of the grantor's wishes.
July 06, 2011
The moment of truthWhen was the last time you asked for the order and your prospect told you they wanted to take it home and sleep on it? Unless you're selling mattresses, that's not the kind of response you were hoping to hear.
June 07, 2011
The great debate on ... cold calling?I didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 06, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 05, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 04, 2011
Advisor consistency: A prime ingredient of trustThe person who manages to show up authentically day after day, week after week, month after month, and even year after year, builds a bank account of trust that will pay dividends for as long as they keep making those deposits.
May 31, 2011
Beat the competitionThese simple techniques can help you gain the trust of your clients.
May 18, 2011
Trusts: New Cancellation-of-Debt Rules Leave Grantors on the HookIf you don’t understand the nature of your trusts, you could be on the hook for cancellation of debt (COD) income.
May 17, 2011
Advisors: Triumph in your sales career, part 1Susan is amazed at how much more successful her colleague, Michael, is. She puts much more time and effort into her work than it appears Michael does. She wonders what is missing in her approach.
May 04, 2011
What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust ProtectorsSimply put, a trust protector is a person the settler appoints to ensure that the trustee carries out the settlor's wishes as set forth in the trust instrument.