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
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By Staff WriterStandard & Poor's launched a new investable index for investors seeking exposure to environmentally responsible investment strategies. The S&P Global Eco Index provides exposure to...
January 20, 2008
High Court Rules On Trust CostsThe U.S. Supreme Court last week handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, ...
January 20, 2008
High Court Rules On Trust CostsThe U.S. Supreme Court last week handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, ...
January 16, 2008
High Court Rejects Full Deduction Of Trust Investment CostsThe U.S. Supreme Court today handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, Trustee ...
January 16, 2008
High Court Rejects Full Deduction Of Trust Investment CostsThe U.S. Supreme Court today handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, Trustee ...
January 13, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 12, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 08, 2008
Financial advocate for the familyOne of the biggest problems for advisors is overcoming client stereotypes. Clients tend to put advisors in a "box" based on their preconceived notion of the service provided and only share what they think appropriate. When they need