Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Incentive Trusts and Special Needs Planning for the 21st Century
By Charles A. ReddToday, many of our most sophisticated and focused estate planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...
April 10, 2008
Successful client meetingsPreparation - Reassess previous phone calls and understand the most important points that your potential client is going to address during the meeting. Listen to the client - Many insurance professionals are preoccupied about getting their own ag
April 01, 2008
Get ProtectedThe estate and gift tax reduction benefits of a qualified personal residence trust (QPRT) are widely understood. But an often overlooked QPRT benefit is the...
April 01, 2008
A Test of TrustIt seems that each passing day brings more bad economic news: a softening job market; weak retail sales; deepening bank troubles; record foreclosures; a shaky...
February 17, 2008
Special Needs Planning: Helping Those Who Cannot Help ThemselvesOne in 150 8-year-old children in the United States has been diagnosed with autism, according to the U.S. Center for Disease Control. Furthermore, the National ...
February 17, 2008
Special Needs Planning: Helping Those Who Cannot Help ThemselvesOne in 150 8-year-old children in the United States has been diagnosed with autism, according to the U.S. Center for Disease Control. Furthermore, the National ...