Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Restoring Trust, One Client at a Time
By James J. GreenWhat a person finds humorous can be quite revealing.
January 20, 2015
4 Steps to Get a Client—and a Prospect—to Trust YouExploring why a client or prospect may have difficulty trusting an advisor, and what you can do about it.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
December 16, 2014
Up in the air: Crummey powers under Obama budget proposalPresident Obama's fiscal year 2015 budget proposal aims to curb premium contributions to trusts that hold life insurance.
December 16, 2014
Up in the air: Crummey powers under Obama budget proposalPresident Obama's fiscal year 2015 budget proposal aims to curb premium contributions to trusts that hold life insurance.
December 12, 2014
Fixing an incorrectly drafted estate plan: A case studyThis case study is an important reminder that mistakes do happen in complicated transactions.
December 12, 2014
Fixing an incorrectly drafted estate plan: A case studyThis case study is an important reminder that mistakes do happen in complicated transactions.