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
Editor's Choice for Aug 1
By Kate McBrideNo matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 07, 2009
Jury Sides With GreenbergA U.S. District Court jury in New York has ruled in favor of Maurice Greenberg, the former chairman of American International Group Inc., in a dispute over control over AIG stock.
July 07, 2009
Jury Sides With GreenbergA U.S. District Court jury in New York has ruled in favor of Maurice Greenberg, the former chairman of American International Group Inc., in a dispute over control over AIG stock.
July 07, 2009
10 ways to screw your clients' estate plansEstate planning can be a difficult subject, even without the philosophical considerations. According to wealth management specialist Jim McCarthy, in a rush to utilize sophisticated techniques, it's easy to overlook some simple moves. He warns
July 07, 2009
Wilmington Expands Trust OpsA financial institution hopes to sell more insurance trustee and agency services.
July 06, 2009
10 ways to screw your clients' estate plansEstate planning can be a difficult subject, even without the philosophical considerations. According to wealth management specialist Jim McCarthy, in a rush to utilize sophisticated techniques, it's easy to overlook some simple moves. He warns
July 01, 2009
Two MacroShares Trusts Begin Trading, Both Use Leverage to Track U.S. Housing MarketsThe new trusts are the first exchange-traded products (ETPs) that aim to give investors leveraged exposure to residential real estate in key cities within the U.S. housing market.
July 01, 2009
Behavior ModificationBeyond providing money for emergencies, a generation-skipping trust can be structured in ways that attempt to guide the behavior and life choices of future generations...