Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
At Your Service
By James J. GreenIf Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...
April 20, 2005
How Well Are Your Clients Prepared To Transfer Their Wealth?When it comes to transferring wealth from one generation to the next, Americans are woefully unprepared.Two out of three closely held family businesses do ...
April 11, 2005
Everson Eyes NonprofitsThe head of the Internal Revenue Service is complaining about what he says are abuses of charitable remainder trusts and other charitable-funding vehicles.[@@]IRS Commissioner ...
April 01, 2005
Special PeopleIn recent years, as more developmentally disabled individuals have been deinstitutionalized and become active residents in local communities, estate planning for parents of these individuals...
November 22, 2004
Gold ETF Launched on NYSENov. 18, 2004 -- streetTRACKS Gold Trust said it has priced its initial public offering of 2,300,000 shares of a new gold-based exchange traded fund...
September 13, 2004
Fiserv To Combine 4 Trust CompaniesNU Online News Service, Sept. 13, 2004, 4:02 p.m. EDTFiserv Inc., Brookfield, Wis., is combining 4 trust company units.[@@]The combined trust company, Fiserv Investment ...
September 02, 2004
Use Generation-Skipping Flexibility With CareThe IRS has issued proposed regulations [Prop. Treas. Reg. ?26.2632-1] that seem to add a little flexibility to making allocations of generation-skipping transfer (GST) tax ...
July 01, 2004
Longer ArmsHow's the health of the independent trust company business? If our annual directory of those trust companies over the next five pages is any indication,...