Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Most trust donors retain control of investments
By Warren S. HerschPersonal trust assets account for one-quarter of total assets under administration at independent trust companies.
June 17, 2013
The not-so-irrevocable trust: Unlocking trust assetsIf plans have changed, clients can terminate a trust they no longer need.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
May 28, 2013
Endangered trusts: Bring them up with clients nowIf your clients could benefit from a GRAT or a dynasty trust, talk to them about it sooner rather than later.
May 28, 2013
Endangered trusts: Bring them up with clients nowIf your clients could benefit from a GRAT or a dynasty trust, talk to them about it sooner rather than later.
May 20, 2013
Did Portability Kill the Credit Shelter Trust?Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.