Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Barclays Wealth Report: HNW Investors Want More Financial Discipline
By Michael S. FischerA need for increased financial discipline is likely to be felt most by those at the wealthiest end of the scale ($16 million +), Barclays reports.
June 02, 2011
The Wait-and-See TrustThe Tax Relief Act of 2010 made significant changes to the federal transfer tax system, including a $5 million federal estate and gift tax exemption.
May 31, 2011
Beat the competitionThese simple techniques can help you gain the trust of your clients.
May 31, 2011
IRS Issues Corrected Instructions for 2010 Gift Tax ReturnThe IRS has revised instructions to Form 709, which is used to report transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes and to figure the tax due on those transfers, if any.
May 18, 2011
Trusts: New Cancellation-of-Debt Rules Leave Grantors on the HookIf you don’t understand the nature of your trusts, you could be on the hook for cancellation of debt (COD) income.
May 17, 2011
Advisors: Triumph in your sales career, part 1Susan is amazed at how much more successful her colleague, Michael, is. She puts much more time and effort into her work than it appears Michael does. She wonders what is missing in her approach.
May 12, 2011
In Family Business Succession, Trust Plays Big RolePassing down a family business is an emotional process, and key factors need to be in place in order for the transition to succeed, according to a new study published Thursday in Family Process, a peer-reviewed journal from Wiley-Blackwell.
May 04, 2011
What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust ProtectorsSimply put, a trust protector is a person the settler appoints to ensure that the trustee carries out the settlor's wishes as set forth in the trust instrument.