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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.   |
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 Advisor
September 2009
Cathleen M. Clauson |
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. |
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. |
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
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
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
October 2010
Ben Mattlin |
How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial. |
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. |
Investment Advisor
January 2007
Bob Clark |
The Trust Threat Financial advisors need to rethink adding trust services to their offerings. |
Investment Advisor
August 2008
Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities. |
Financial Advisor
September 2004
Dorothy Hinchcliff |
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business. |
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. |
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. |
Financial Planning
July 1, 2011
Jay J. Freireich |
Earning Trust Financial planners can protect clients asked to manage a trust by advising them to review the responsibilities with their own lawyers to ensure that they understand the risks. |
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. |
The Motley Fool
October 10, 2006
Dan Caplinger |
A Fiduciary for Fido By setting aside money in a pet trust, you can make sure your loved ones are given the same level of care you would give them after you're gone. |
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
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 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 2006
Tracey Longo |
There For The Asking? Some agree banks' loss of investors' trust assets is a financial advisor's gain. Now, for that marketing plan. |
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). |
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
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 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
February 2007 |
It's a Matter of Trust Letter to the Editor: The Trust Threat... Not All Trusts Are Created Equally... |
Registered Rep.
April 1, 2005
Thrupthi Reddy |
How Not to Get Sued If you're a fiduciary and don't want to get sued --- and fined --- pay close attention to this litigation expert. |
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 Advisor
September 2007
Tracey Longo |
Demand For Trusts Explodes Growing sophistication and complexity in people's lives, along with escalating wealth and an aging population, make trusts a necessity for a far wider swath of the U.S. population these days. |
Financial Advisor
September 2009
Mary Rowland |
A Bigger Net If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee. |
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. |
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 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 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. |
Financial Advisor
April 2007
Tracey Longo |
Getting A Share Of Trust Assets Trust assets are up for grabs and often are there for the asking, provided financial advisors know the right questions to ask. |
Financial Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
Financial Advisor
November 2008
James Sprout |
Following The Vision Without argument, one of the more difficult struggles a family can face is choosing who will provide long-term management of the family assets, especially if a great deal of wealth is at stake. |
Investment Advisor
October 2010
Thomas D. Giachetti |
Custody: Why You May Actually Have It Advisors responsibilities have changed under the SEC's new custody rule. |
The Motley Fool
December 1, 2006 |
Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions. |
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. |
On Wall Street
December 1, 2011
Alan J. Foxman |
When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child... |
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
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 Planning
October 1, 2010
Chen & Krakovsky |
Winning the Trust Game Research on trust reveals plenty about human nature, and why it's actually good that people are vulnerable to scams. |
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 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. |
The Motley Fool
June 2, 2006
Dan Caplinger |
Estate Planning: Trusts It may not always be easy to determine when a trust is better than a will. Only by taking a hard look at all of the factors that affect you and your finances can you make an informed choice about which will help you more. |
Financial Advisor
October 2012
Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. |
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. |
Commercial Investment Real Estate
Jan/Feb 2013
Michael Zaverton |
Bankruptcy for Landlords Do you know what to do when your tenant files? |
