Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
May 03, 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.
May 01, 2011
Why family mattersUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.
April 30, 2011
Why family mattersUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.
April 29, 2011
A Breach of TrustBack in the old days a Greek philosopher named Sextus Empiricus wrote that, "The wheels of justice grind slowly, but exceedingly fine."
April 29, 2011
A Breach of TrustBack in the old days a Greek philosopher named Sextus Empiricus wrote that, "The wheels of justice grind slowly, but exceedingly fine."
April 27, 2011
National Advisors Trust Adds Envestnet UMA, Trust Officers for RIAsConference attendees get peek at new multi-custodian CRM system, AdvisorDesk, too.
April 13, 2011
Why Traditional Bank Trusts Are Not Working for Wealthy FamiliesGreycourt paper points out flaws in ‘bundled trusts’ but recommends an alternative solution.
April 01, 2011
Restoring Trust: Seven Steps to Restore ConfidenceYears ago, I attended a workshop given by Jean Houston called “The Sacred Wound of Betrayal.”
March 31, 2011
What are you selling?When I ask sales reps to boil down the entire selling process into a one-word answer, I get a wide variety of interesting responses such as "service," "education" or "consulting." Seldom do I get the answer that I'm expecting to hear: "relationship."
March 31, 2011
New Hire Roundup: U.S. Trust, Atlantic Trust Add Senior Wealth ManagersU.S. Trust and Atlantic Trust have added new hires to their ranks, bringing on senior managers from some of the most recognized names in wealth management.