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
Keep On Offering Estate Tax Riders
By Gary ParkerByIn June, the stage was set for a showdown on repeal of the estate tax. Senate Democrats defeated President Bushs call for permanent repeal ...
August 04, 2002
Transfers To MinorsHow To Get The Outcome Your Clients WantTransfers To Minors--How To Get The Outcome Your Clients WantThe parent who leaves his son enormous wealth generally deadens the talents and energies of the ...
July 01, 2002
Independent Trust Companies DirectoryClick here to view our directory of Independent Trust Companies.
July 01, 2002
Wealth-Friendly DelawareFour of the independent trust companies in our directory (out of 68 respondents) are based in Delaware. Due to the many advantages The First State...
July 01, 2002
Independent Helping HandsAITCO Association of Independent Trust Companies, Inc. 710 East Ogden Avenue, Suite 600 Naperville, Illinois 60563 Executive Director: Terry Stevenson Phone: 630-579-3290; Fax: 630-369-2488; Web site: www.aitco.net Formed in 1989,...
July 01, 2002
At The Top of his GameWhen a person answers the "How are you?" of an unknown phone caller with "Well, not too bad for an old, fat guy," it doesn't...
July 01, 2002
In Independents We TrustIf we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...
June 25, 2002
MetLife Ends Automatic Buyback ProgramNU Online News Service, June 25, 3:35 p.m. -- MetLife, Inc., New York, announced today that it has terminated its automatic stock buyback program ...