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
A Time For Wait-and-See Estate Planning Techniques
By Brett W. BergA Time For Wait-and-See Estate Planning TechniquesEstate tax reform continues to sustain momentum--insurance producers, estate planners and clients continue to ask how to set up ...
July 01, 2003
By James J. GreenThe revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...
June 29, 2003
Forget RepealFocus On Family Wealth Tranfer ChallengesForget Repeal--Focus On Family Wealth Transfer ChallengesRegardless of what the President and Congress decide to do with the estate, gift, and generation-skipping transfer tax system, ...
May 25, 2003
Trust Services: Not Just For TycoonsBy Catherine M. KrokusThe idea of trusts conjures up images of dusty ledgers filled with obscure figures. John D. Rockefeller had trusts; Bill Gates has ...
May 25, 2003
Trust, Securities, Insurance Pros Must Learn To Work 'Cheek By Jowl'Trust, Securities, Insurance Pros Must Learn To Work Cheek by By Heywood SloaneUnderstanding the complexity of securities, insurance and trust professionals working together requires taking ...
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 19, 2003
Met Special Needs Unit Teams With Nonprofit GroupsNU Online News Service, May 19, 2003, 4:55 p.m. EDT -- The MetDESK unit at MetLife Inc., New York, has formed marketing relationships with ...
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 ...