Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Bypass Trust Is Obsolete: Now What?
By William H. Byrnes, Robert BloinkIf the bypass trust is obsolete, what do we replace it with?
July 20, 2011
Honesty and trustworthinessI'm not much good at large appliance repair. While usually not a big deal in my everyday life, this makes me feel particularly vulnerable when my refrigerator or oven breaks down and we need to call in a repairman.
July 19, 2011
Domestic Asset Protection Trusts: Equal to Their Offshore Brethren?If you use a domestic asset protection trust, is it likely to to stand up to creditors’ battle tactics?
July 14, 2011
Ode to the Trust: 1st SonataThis article is the first in a two-part series from Mr. Shenkman outlining the necessary elements to successfully manage a trust, including life insurance trusts, to avoid litigation and ensure the smooth operation of the grantor's wishes.
July 06, 2011
The moment of truthWhen was the last time you asked for the order and your prospect told you they wanted to take it home and sleep on it? Unless you're selling mattresses, that's not the kind of response you were hoping to hear.
June 07, 2011
The great debate on ... cold calling?I didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 06, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 05, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.