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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.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
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.
Registered Rep. September 9, 2015 David H. Lenok	The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly.
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. July 1, 2005 Kevin McKinley	The Inheritor's Safe Room Inheritance is the stuff of dreams for advisors and clients alike, but it often has nightmarish potential.
On Wall Street November 1, 2012 Elizabeth Wine	10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death.
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 Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
U.S. Banker March 2008 Karen Krebsbach	Great, Great Grandkids: Until Their Death Do We Part Banks are realizing that the dynasty trust, that multigenerational, flexible, tax-avoidance technique ever more popular in wealth-management circles, is surprisingly well-suited to the kind of long-term trusteeship at which they excel.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
Financial Planning July 1, 2010 Martin Shenkman	Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed.
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 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.
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 December 1, 2007 Barbara H. Cane	Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.
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 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.
Financial Planning September 1, 2011 Ed Slott	Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses.
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 August 25, 2006 Dan Caplinger	In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
Investment Advisor September 2005 Alan R. Eber	The Tax Advisor: The Foreign Trust Tax Solution Clients want protection against future creditors and unscrupulous predators. The foreign asset protection trust may in many cases provide the ideal defense. Also, some tax burdens can be relieved, legally, with Foreign Asset Protection Trusts (FAPT).
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.
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
Financial Advisor July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
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.
Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
Registered Rep. November 1, 2002 Leslie Rosenberg	Remember My Values, Not Just My Wealth Values-based planning helps your clients align their personal values and ideals with their portfolios to plan wisely for future generations.
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 Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
Financial Advisor March 2010 Eric L. Reiner	Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon.
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 Advisor October 2010 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.
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.
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?
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 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
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 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 October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
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.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
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.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Entrepreneur April 2005 Scott Bernard Nelson	Trust Exercises Incentive trusts can get your heirs to jump through hoops for your money, but is one right for your family? Weigh the pros and cons.
Registered Rep. February 4, 2015 Jason Smolen	Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax.
Registered Rep. December 1, 2005 Kevin McKinley	Be a Hero With the Stroke of a Pen Examining your clients' IRA beneficiary designations initially and periodically is good practice. But it should go beyond just i-dotting and t-crossing. A five-minute conversation could lead to millions more for the clients' descendants, and introductions to dozens of potential new clients for you.
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.