Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Trusts: New Cancellation-of-Debt Rules Leave Grantors on the Hook
By William H. ByrnesIf you don’t understand the nature of your trusts, you could be on the hook for cancellation of debt (COD) income.
May 03, 2011
What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust ProtectorsSimply put, a trust protector is a person the settler appoints to ensure that the trustee carries out the settlor's wishes as set forth in the trust instrument.
May 01, 2011
Why family mattersUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.
April 30, 2011
Why family mattersUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.
April 29, 2011
A Breach of TrustBack in the old days a Greek philosopher named Sextus Empiricus wrote that, "The wheels of justice grind slowly, but exceedingly fine."
April 29, 2011
A Breach of TrustBack in the old days a Greek philosopher named Sextus Empiricus wrote that, "The wheels of justice grind slowly, but exceedingly fine."
April 27, 2011
National Advisors Trust Adds Envestnet UMA, Trust Officers for RIAsConference attendees get peek at new multi-custodian CRM system, AdvisorDesk, too.
April 13, 2011
Why Traditional Bank Trusts Are Not Working for Wealthy FamiliesGreycourt paper points out flaws in ‘bundled trusts’ but recommends an alternative solution.