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Financial Planning June 1, 2005 David A. Twibell	Out of Reach How can financial advisers help their clients avoid a potential litigation nightmare? One option is to establish a self-settled asset protection trust (SSAPT).
Financial Planning December 1, 2012 Martin Shenkman	Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
Registered Rep. September 1, 2004 Daniels, Leibell & Prince	On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan.
Financial Advisor July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
Financial Planning January 1, 2009 Donald Jay Korn	Trust Worthy Some good news that planners can tell their clients: The federal estate-tax exemption has just jumped from $2 million to $3.5 million, so this is an excellent time to review estate plans.
BusinessWeek January 17, 2005 Anne Tergesen	Where To Entrust Your Trust? Picking the right location is the key to success in real estate. Now it's also a crucial decision in the sleepy world of trust funds.
Financial Planning November 1, 2010 Martin Shenkman	The Planning Powerhouse Irrevocable life insurance trusts (ILITs) remain the Rodney Dangerfield of planning tools-they just don't get enough respect.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
On Wall Street January 1, 2011 Matthew J. Lynch	Team With Rivals To Better Serve Trust Clients As the financial services industry continues to grow more complex with increasing numbers of new business models, a surprising new niche has opened, allowing traditional rivals-financial advisors and trust companies-to work together.
Registered Rep. February 1, 2005 Daniels, Leibell & Prince	An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons.
Financial Planning November 1, 2007 Martin M. Shenkman	High Net Worth: Estate Planning: Be a Trust Team Player Advising your clients to enter into trusts doesn't have to mean the end of your investment management services. Here's what you should know.
Financial Planning August 1, 2005 Mitchell Rose	Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.
Financial Advisor January 2004 William S. Villafranco	Whom Do You Trust? What factors should you consider when choosing a trustee? Using co-trustees, where one is a professional trustee and the other is a family member or close friend, may be the most effective choice.
Financial Planning April 1, 2011 Martin Shenkman	The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate.
Financial Planning May 1, 2013 Martin Shenkman	New Take on Trust Strategy Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
Financial Advisor March 2007 Robinson & Wilkins	A Question Of Interest A recent court decision highlights a potential problem with irrevocable life insurance trusts. Here are some implications for financial planners to ponder.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
Financial Planning May 1, 2007 Donald Jay Korn	Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth.
Financial Planning September 1, 2012 Martin Shenkman	Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
Financial Planning June 1, 2012 Donald Jay Korn	Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse.
Financial Advisor March 2006 Charles Avalli	Challenging A Trustee Who is responsible when a trust shows poor performance? Good financial advisors need to help their clients find their way through a trust dispute.
Financial Advisor October 2004 Gail Liberman	Advisors Moving Trusts For Cost Savings Like a game of chess, lawyers and wealth advisors are saving their clients money by moving trusts to states with more attractive laws.
Financial Advisor July 2005 Mark S. Furman	Correcting Mistakes In Legal Documents In the right circumstances, irrevocable estate documents can be changed.
Trusts & Estates November 11, 2002 Christopher H. Gadsden	The Hershey Power Play The Hershey imbroglio -- and the proposed state legislation it has inspired -- may broaden the state attorney general's scope of review of charitable trusts, burden trustees of charitable trusts with new duties, and cause donors to doubt whether their charitable purposes will be served.
Financial Advisor March 2012 Barbara Potter	Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
Financial Planning April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Irrevocable Trusts In addition to effectively transferring income tax liability from one person to another, irrevocable trusts can also be a good way to avoid or reduce estate taxation.
Financial Advisor November 2005 Eric L. Reiner	Daddy, Can I Please Have A Beneficiary-Controlled Trust? An alternative to passing assets outright gains popularity with financial advisors and high-net worth clients alike.
Financial Planning February 1, 2012 Martin Shenkman	Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea.
Investment Advisor July 2006 I. Jay Safier	The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Revocable Trusts Due in large part to its flexibility, the revocable trust is often used as a person's primary estate-planning document, establishing who should receive the grantor's property after death.
On Wall Street June 1, 2009 Handler & Lothes	Incentive Trusts Don't Provide The Best Motivation Incentive trusts attempt to encourage (or discourage) certain behaviors by making distributions dependent on certain benchmarks or accomplishments.
Investment Advisor May 2007 Susan L. Hirshman	Making the Right Choice It is imperative that, before naming a trustee, financial advisory clients are educated on what a trustee is and who is appropriate to assume the role.
Investment Advisor June 2006 I. Jay Safier	Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.
Financial Advisor October 2010 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.
Financial Advisor December 2010 Lowell & Abati	Changes Ahead Low interest rates and changing laws mean rethinking wealth transfer strategies. The environment has particularly favored two estate planning strategies: grantor retained annuity trusts, and sales of assets to grantor trusts.
Trusts & Estates March 20, 2002	Service Focusing On Foreign Trusts, Real Property Transactions This tax season, the Internal Revenue Service is attempting to make tax professionals whose clients have foreign trusts, or who transfer real property to foreign interests aware of rules and filing requirements.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
Financial Planning December 1, 2007 Martin M. Shenkman	High Net Worth: Estate Planning: Your Prudent Practice The Prudent Investor Act offers you an opportunity to grow your trust assets under management. Capitalizing on the complexity and liability fiduciaries face presents a tremendous marketing opportunity for the savvy financial planner.
Financial Planning October 1, 2006 Marshall Eckblad	5 Questions An interview with Victor Whitney, an expert on personal trusts and author of the forthcoming The Art of Trusteeship.
Financial Planning March 1, 2008 Martin M Shenkman	Decision: Unitrust Unitrusts are not broadly understood within the financial planning industry, so knowing when to unitrust and when not to unitrust can give you a leg up with your client.
Financial Advisor August 2009 Tere D'Amato	Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans.
Financial Advisor June 2007 Andrew Gluck	Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
On Wall Street October 1, 2009 Martin M. Shenkman	Trust Lessons From Poker: Simple Is Enough, Until It Isn't Trust planning is flexible. With a bit of thought you can work with your clients and their other advisors to select the optimal trust for the situation at hand.
Financial Planning September 1, 2009 Martin M. Shenkman	Trust Poker A look at different types of trust, and the financial planner's role in establishing one.
The Motley Fool November 6, 2006 Dan Caplinger	How Professional Fiduciaries Work For those who don't have any close friends or family members willing or able to handle a fiduciary role, a professional trustee may be the best option. Here is a look at the inner workings of a bank's typical trust department.
Financial Advisor May 2012 Eric Rasmussen	The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
Financial Planning September 1, 2007 Barbara H. Cane	The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing?