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
More States Moving to Repeal Estate Taxes
By Robert Bloink, William H. ByrnesLess than half of states have 'death taxes,' and more are considering cutting them.
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 10, 2011
California Appeals Court Holds STOLI Law Isn’t RetroactiveThe impact of the court ruling on a Lincoln Life policy: Does the 2009 anti-STOLI law apply to your clients’ policies?
June 07, 2011
The great debate on ... cold calling?I didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 07, 2011
Tax Court Confirms Surrender Charges Reduce FMV of Life PolicyRuling on 419 welfare benefit plan sheds some light on taxpayers seeking to reduce their tax liability after distributions.
June 06, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 06, 2011
Barclays Wealth Report: HNW Investors Want More Financial DisciplineA need for increased financial discipline is likely to be felt most by those at the wealthiest end of the scale ($16 million +), Barclays reports.
June 05, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.