Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Dynasty Financial to Offer Trust Services
By Michael S. Fischer | Janet LevauxThe move follows last month's news that the RIA network is working with Envestnet to launch the Advisor Services Exchange.
November 13, 2019
How to Get Wealthy People to Trust YouIf trust is earned a little at a time, where do you start?
October 18, 2019
Understanding Client Behavior: The Key to Long-Term RelationshipsForget about what you will earn. If you put the client first, you will reap the benefits.
September 03, 2019
VanEck/SolidX Selling Bitcoin Trust Shares to Qualified Institutional BuyersThe partnership is still awaiting SEC approval to trade a Bitcoin ETF designed for retail investors.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
August 12, 2019
Meet the 'SPY 11' Kids With $250B Riding on Their LivesA wonky structure pegs the fund's future to their mortality; most of those named in the ETF's documents were not aware.
May 08, 2019
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to ThumbThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.
April 10, 2019
Trusts for Pets: Not Just for the Super-WealthyA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.