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
Incentive Trusts and Special Needs Planning for the 21st Century
By Charles A. ReddToday, many of our most sophisticated and focused estate planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also ...
June 08, 2008
Trusts May Be Good Annuity ProspectsTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...
June 08, 2008
Trusts May Be Good Annuity ProspectsTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...
June 08, 2008
Disclaiming: A Powerful And Flexible Estate Planning ToolThe disclaimer option is a commonly overlooked yet powerful postmortem estate-planning vehicle available to most beneficiaries, personal representatives and other appointed executors. By definition, a ...
June 01, 2008
Estate Planning For Your Client's Best FriendEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...
June 01, 2008
Estate Planning For Your Client's Best FriendEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...