Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
By James J. Green
By Staff WriterThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...
May 23, 2003
Clark Consulting Raises $15 MillionNU Online News Service, May 23, 2003, 11:13 a.m. EDT -- Clark Consulting Inc., Barrington, Ill., says it will pay off some of the ...
May 18, 2003
What Is A Credit Shelter Trust?All U.S. taxpayers have the benefit of an exemption equivalent, which is often still referred to as the unified tax credit. This allows individuals ...
May 04, 2003
Additional Issues to ConsiderOf course, any time you use qualified plan assets, such as a life insurance policy, with a subsequent sale, there are a number of tax, ...
December 01, 2002
The New Meaning of TrustThe notion of trust is occupying people's minds these days. Open newspapers, turn on a cable news show, or attend an industry event and you'll...
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 ...