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
By James J. Green
By Staff WriterThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...
May 25, 2003
Trust, Securities, Insurance Pros Must Learn To Work 'Cheek By Jowl'Trust, Securities, Insurance Pros Must Learn To Work Cheek by By Heywood SloaneUnderstanding the complexity of securities, insurance and trust professionals working together requires taking ...
May 23, 2003
Clark Consulting Raises $15 MillionNU Online News Service, May 23, 2003, 11:13 a.m. EDT -- Clark Consulting Inc., Barrington, Ill., says it will pay off some of the ...
May 19, 2003
Met Special Needs Unit Teams With Nonprofit GroupsNU Online News Service, May 19, 2003, 4:55 p.m. EDT -- The MetDESK unit at MetLife Inc., New York, has formed marketing relationships with ...
May 18, 2003
What Is A Credit Shelter Trust?All U.S. taxpayers have the benefit of an exemption equivalent, which is often still referred to as the unified tax credit. This allows individuals ...
May 04, 2003
Additional Issues to ConsiderOf course, any time you use qualified plan assets, such as a life insurance policy, with a subsequent sale, there are a number of tax, ...
April 01, 2003
Couple or CompanionsYou just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....
March 19, 2003
Study: Financial Advisors Gain In Trust ServicesNU Online News Service, March 19, 2003, 10:52 a.m. EST -- Financial advisors are now helping many clients establish trusts, but only about 10% ...