Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Use Generation-Skipping Flexibility With Care
By William J. WagnerThe 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 ...
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, ...
March 24, 2004
President Designates National Benefits DayNU Online News Service, March 24, 2004, 10:23 a.m. EST -- The International Foundation of Employee Benefit Plans, Brookfield, Wis., will celebrate the 50th ...
March 22, 2004
Northern Trust Gets Lincoln Custody BusinessNU Online News Service, March 22, 2004, 11:45 a.m. EST -- Lincoln National Corp., Philadelphia, has picked Northern Trust Company, Chicago, to handle custody ...
February 19, 2004
Charitable Trusts SimplifiedThe basic structure and operation of charitable trusts is relatively simple. The donor creates an irrevocable trust and transfers cash or other property to it. ...
December 04, 2003
Finding Rollover Prospects: Some TipsMake connections early.Use of advisors increases with size of payout. But if departing employees do not alreadyhave an advisor, they will go to someone they knowthe benefits ...
December 01, 2003
Becoming TrustworthyTrust is a prerequisite for success with every client. Yet, if you do a search of the Web or advisor trade magazines, nobody in the...
November 06, 2003
A Trust To Help Clients Create A DynastyThe Ming Dynasty ruled China for 276 years. The dynastys demise in 1644 was due, in part, to the depletion of the imperial treasury.If the ...