Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Everson Eyes Nonprofits
By Allison BellThe 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 ...
September 13, 2004
Fiserv To Combine 4 Trust CompaniesNU Online News Service, Sept. 13, 2004, 4:02 p.m. EDTFiserv Inc., Brookfield, Wis., is combining 4 trust company units.[@@]The combined trust company, Fiserv Investment ...
September 02, 2004
Use Generation-Skipping Flexibility With CareThe IRS has issued proposed regulations [Prop. Treas. Reg. ?26.2632-1] that seem to add a little flexibility to making allocations of generation-skipping transfer (GST) tax ...
July 01, 2004
Longer ArmsHow's the health of the independent trust company business? If our annual directory of those trust companies over the next five pages is any indication,...
May 20, 2004
WellChoice Elects Banker ChairmanNU Online News Service, May 20, 2004, 11:27 a.m. EDT -- WellChoice Inc., New York, the parent of Empire Blue Cross and Blue Shield, ...
March 24, 2004
President Designates National Benefits DayNU Online News Service, March 24, 2004, 10:23 a.m. EST -- The International Foundation of Employee Benefit Plans, Brookfield, Wis., will celebrate the 50th ...
March 22, 2004
Northern Trust Gets Lincoln Custody BusinessNU Online News Service, March 22, 2004, 11:45 a.m. EST -- Lincoln National Corp., Philadelphia, has picked Northern Trust Company, Chicago, to handle custody ...