Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
What Is A Credit Shelter Trust?
By Staff WriterAll U.S. taxpayers have the benefit of an exemption equivalent, which is often still referred to as the unified tax credit. This allows individuals ...
September 01, 2002
A Strong CaseWhen trying to convince tribes to place their money in the care of his private investment management firm, or indeed any private investment firm, advisor...
August 12, 2002
Fla. Court Places Viatical Firm In ConservatorshipNU Online News Service, Aug. 12, 6:35 p.m. -- The Florida Department of Insurance says a judge in a St. Augustine, Fla., state court ...
August 04, 2002
Transfers To MinorsHow To Get The Outcome Your Clients WantTransfers To Minors--How To Get The Outcome Your Clients WantThe parent who leaves his son enormous wealth generally deadens the talents and energies of the ...
July 01, 2002
Independent Trust Companies DirectoryClick here to view our directory of Independent Trust Companies.
July 01, 2002
Wealth-Friendly DelawareFour of the independent trust companies in our directory (out of 68 respondents) are based in Delaware. Due to the many advantages The First State...
July 01, 2002
Independent Helping HandsAITCO Association of Independent Trust Companies, Inc. 710 East Ogden Avenue, Suite 600 Naperville, Illinois 60563 Executive Director: Terry Stevenson Phone: 630-579-3290; Fax: 630-369-2488; Web site: www.aitco.net Formed in 1989,...
July 01, 2002
In Independents We TrustIf we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...