Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Upgrades
By Staff WriterStandard & Poor's launched a new investable index for investors seeking exposure to environmentally responsible investment strategies. The S&P Global Eco Index provides exposure to...
January 20, 2008
High Court Rules On Trust CostsThe U.S. Supreme Court last week handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, ...
January 16, 2008
High Court Rejects Full Deduction Of Trust Investment CostsThe U.S. Supreme Court today handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, Trustee ...
January 16, 2008
High Court Rejects Full Deduction Of Trust Investment CostsThe U.S. Supreme Court today handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, Trustee ...
January 01, 2008
Don't Be RigidRigid documents can also create obstacles for beneficiaries and trustees. Some attorneys have drafted dynasty trusts without providing the needed flexibility in fiduciary powers. Without...
December 18, 2007
Reliance Trust Forms Group To Tackle TOLI MarketReliance Trust Company announced it has formed an alliance with 3 firms to help it focus on the trust-owned life insurance market.In addition to Reliance ...
December 18, 2007
Reliance Trust Forms Group To Tackle TOLI MarketReliance Trust Company announced it has formed an alliance with 3 firms to help it focus on the trust-owned life insurance market.In addition to Reliance ...
October 28, 2007
The UTC and ILITs: Is What You Read Really What You Get?Imagine a client applying to a carrier for a million dollar life insurance policy. The client wants his or her policy to be owned by ...