Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Supreme Court Hands HNW Clients New Trust Planning Strategy
By William H. Byrnes | Robert BloinkThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
April 10, 2019
Trusts for Pets: Not Just for the Super-WealthyA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.
December 17, 2018
2 Former Wilmington Trust Execs Sentenced to 6 Years for FraudWilmington Trust's former president and CFO were the first to be sentenced this week for crimes stemming from the bank's downfall in 2011.
December 04, 2018
For Wealthy Clients, 'Satisfied' Isn't Good Enough: SEI"High-net-worth clients expect exceptional client experiences in all facets of their lives," SEI's John Anderson says.
October 24, 2018
Kestra Financial Buying Reliance TrustThe firm, which works with about 2,300 advisors, says the deal expands its service offerings as demand for trust services is growing.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 30, 2018
Will the SEC Speed Up the ETF Approval Process?Two ETF trends are emerging: the SEC leaning toward eliminating the exemptive relief requirement, and the move to actively managed ETFs.
June 27, 2018
As Interest Rates Change, So Must Trust StrategiesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.