Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
September 01, 2005
The Foreign Trust Tax SolutionThe topic of foreign trusts conjures up alluring images of secret bank accounts in exotic locations far from the prying eyes of the Internal Revenue...
August 25, 2005
Looking Beyond Repeal (Or Reform) Of The Estate TaSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...
August 24, 2005
Looking Beyond Repeal (Or Reform) Of The Estate TaSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...
August 10, 2005
Looking Beyond Repeal (Or Reform)Note: Go week: L33limra_GSVI_wh Go photo: TBA Go graphic: pull quote File: L33limra_GSVI_wh.xml Lines: 161San FranciscoWhether or not permanent repeal of the estate tax ...
July 20, 2005
Polling Firm Unveils Prospect Screening ToolYankelovich Inc. has introduced a scoring tool that can help insurers identify good prospects in its database of consumers names.[@@]Yankelovich, Chapel Hill, N.C., says ...
July 01, 2005
At Your ServiceIf Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...
June 15, 2005
Actuaries Concerned About Medicare TrendsNU Online News Service, June 15, 2005 3:15 p.m. EDT -While Medicare's financial condition shows no deterioration in 2005, current trends do require immediate ...
June 01, 2005
Where do I start?The first step in setting up a QDOT, as with any estate planning, would be to seek out an experienced attorney to draft the trust....
April 20, 2005
How Well Are Your Clients Prepared To Transfer Their Wealth?When it comes to transferring wealth from one generation to the next, Americans are woefully unprepared.Two out of three closely held family businesses do ...
April 11, 2005
Everson Eyes NonprofitsThe head of the Internal Revenue Service is complaining about what he says are abuses of charitable remainder trusts and other charitable-funding vehicles.[@@]IRS Commissioner ...