Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Is Domestic Asset Protection Still Viable After Mortensen?
By William H. Byrnes, Robert BloinkAsset-protection planning using Domestic Asset Protection Trusts just got a whole lot riskier after the Bankruptcy Court decision in Battley v. Mortensen.
October 27, 2011
Pershing Augments Trust NetworkPershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershings introducing broker-dealer and independent RIA customers to offer their clients a wide...
October 13, 2011
To Get Referrals, Give ReferralsWant more referrals? Lead by example and then send out magic mail so clients and prospects know the time and effort you put in to help them.
September 13, 2011
How to build a referral-based businessWithout question, getting clients through referrals is the most powerful way to build your business, not to mention the most enjoyable.
September 08, 2011
The Bypass Trust Is Obsolete: Now What?If the bypass trust is obsolete, what do we replace it with?
July 31, 2011
What do professional designations for financial advisors mean to you?That's a good question. I do put some stock in designations.
July 20, 2011
Honesty and trustworthinessI'm not much good at large appliance repair. While usually not a big deal in my everyday life, this makes me feel particularly vulnerable when my refrigerator or oven breaks down and we need to call in a repairman.
July 20, 2011
Honesty and trustworthinessI'm not much good at large appliance repair. While usually not a big deal in my everyday life, this makes me feel particularly vulnerable when my refrigerator or oven breaks down and we need to call in a repairman.