Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
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 Expands Network with Comerica and New York Private TrustPershing LLC, a BNY Mellon company, announced that it has enhanced its Trust Network with the additions of Comerica Bank & Trust, NA and New York Private Trust Company.
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 26, 2011
Estate Tax Exclusion to Rise: IRS Inflation Adjustments for 2012Estate tax exclusion increases by $120,000 to $5.1 million in 2012; tax brackets to widen.
October 26, 2011
Graegin Loans: Estate Liquidity SolutionDo you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.
October 25, 2011
Buy-Sell Agreements: Avoiding Transfer-for-Value ProblemsTransfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.