Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)
By Warren S. HerschWhen 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 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 ...
January 31, 2008
How to read your prospect like a bookAre you aware that your body language reveals your deepest feelings and hidden thoughts to total strangers?
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, ...