Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
July 01, 2002
Wealth-Friendly DelawareFour of the independent trust companies in our directory (out of 68 respondents) are based in Delaware. Due to the many advantages The First State...
July 01, 2002
Independent Helping HandsAITCO Association of Independent Trust Companies, Inc. 710 East Ogden Avenue, Suite 600 Naperville, Illinois 60563 Executive Director: Terry Stevenson Phone: 630-579-3290; Fax: 630-369-2488; Web site: www.aitco.net Formed in 1989,...
July 01, 2002
In Independents We TrustIf we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...
June 25, 2002
MetLife Ends Automatic Buyback ProgramNU Online News Service, June 25, 3:35 p.m. -- MetLife, Inc., New York, announced today that it has terminated its automatic stock buyback program ...
March 03, 2002
Intentionally Defective Trusts Are Effective In Transfering AssetsIntentionally Defective Trusts Are Effective In Transferring AssetsByA photograph "freezes" a moment in time, capturing a cherished family occasion, a dramatic sporting event, or a ...
March 03, 2002
After EGTRRA, Clients With Trusts Need RevisitingAfter EGTRRA, Clients With Trusts Need RevisitingByPlanners and advisors are using the tax bill passed last year as their calling card to revisit clients with ...
January 10, 2002
Phoenix Converts Trust Company To National CharterNU Online News Service, Jan. 10, 12:39 p.m. -- The Phoenix Companies Inc., Hartford, is expanding the reach of its trust company operation and ...
December 21, 2001
Ameritas Markets Trust ServicesNU Online News Service, Dec. 21, 11:48 a.m. -- The Ameritas Acacia Companies, Lincoln, Neb., is now marketing trust services from Capital Capital Trust ...
October 24, 2001
Wilmington Trust Acquires Balentine & CompanyNU Online News Service, Oct. 24, 11:11 a.m. ? Wilmington Trust Corp., Wilmington, Del., announced today that it is has signed a definitive agreement ...
October 10, 2001
Securian Buys Trust Division Of Midway BankNU On-Line News Service, Oct. 10, 2:38 p.m. -- Securian Financial Group Inc., St. Paul, Minn., the parent company of Minnesota Life, Advantus Capital ...