Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Where do I start?
By Staff WriterThe first step in setting up a QDOT, as with any estate planning, would be to seek out an experienced attorney to draft the trust....
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,...
May 20, 2004
WellChoice Elects Banker ChairmanNU Online News Service, May 20, 2004, 11:27 a.m. EDT -- WellChoice Inc., New York, the parent of Empire Blue Cross and Blue Shield, ...