Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Jury Sides With Greenberg
By Mark E. RuquetA U.S. District Court jury in New York has ruled in favor of Maurice Greenberg, the former chairman of American International Group Inc., in a dispute over control over AIG stock.
July 01, 2009
Two MacroShares Trusts Begin Trading, Both Use Leverage to Track U.S. Housing MarketsThe new trusts are the first exchange-traded products (ETPs) that aim to give investors leveraged exposure to residential real estate in key cities within the U.S. housing market.
July 01, 2009
Behavior ModificationBeyond providing money for emergencies, a generation-skipping trust can be structured in ways that attempt to guide the behavior and life choices of future generations...
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 04, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 03, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 01, 2009
Turning mistrust into goldTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.