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
Don't Be Rigid
By Staff WriterRigid documents can also create obstacles for beneficiaries and trustees. Some attorneys have drafted dynasty trusts without providing the needed flexibility in fiduciary powers. Without...
December 18, 2007
Reliance Trust Forms Group To Tackle TOLI MarketReliance Trust Company announced it has formed an alliance with 3 firms to help it focus on the trust-owned life insurance market.In addition to Reliance ...
December 09, 2007
For Large Estates, Consider Grantor Retained Annuity TrustsMany parents enjoy making an annual gift of $24,000 to each of their adult children because of the personal satisfaction it brings to see them ...
December 09, 2007
For Large Estates, Consider Grantor Retained Annuity TrustsMany parents enjoy making an annual gift of $24,000 to each of their adult children because of the personal satisfaction it brings to see them ...
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
A Taxing DilemmaAs another year draws to a close and clients find themselves thinking of the future, perhaps one New Year's resolution will be to get around...
November 18, 2007
Boomers Who Break The Mold By Planning Their Legacy EarlierWhen it comes to deciding how best to transfer one's assets to the next generation, no age is too early start. So say observers who ...
November 13, 2007
Family businesses and estate planningNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f