Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ Solution
By William H. Byrnes, Robert BloinkFor clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
March 02, 2017
Winklevoss Twins Await Imminent SEC Decision on Bitcoin ETFTheyre one of three groups vying to gain regulatory approval; a bitcoin ETF could attract $300 million in assets in a week.
August 11, 2016
Famed Investor Bill Miller Leaves Legg Mason After 35 YearsMiller to buy Legg Masons stake in his fund company LMM; move ends Millers long relationship with Legg Mason.
August 09, 2016
Top 5 Tips for Nonprofessional TrusteesFollowing these suggestions will help even nonprofessional trustees understand their responsibilities and avoid typical pitfalls.
July 18, 2016
Earning Your Clients' Trust: Simple but Not ImmediateCaring for your clients can build trust over time, but you can build your business by being trustworthy.
July 11, 2016
Top Negotiator Offers Tips for Dealing With ClientsSuccess as an advisor is largely a matter of learning to negotiate, Working with Difficult People author Raphael Lapin tells ThinkAdvisor.
July 06, 2016
Quiet Trusts Need Not Be Silent: The Delayed Notification OptionThe option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."