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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 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 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.
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 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 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 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 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.
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 September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
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 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.
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.
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).
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 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 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 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 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.
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 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.
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.
Financial Advisor September 2004 Dorothy Hinchcliff	Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business.
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 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.
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.
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 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 June 2004 Jeff Schlegel	Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members.
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.
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 January 1, 2006 Arthur Kroll	Planning for Pets Planning for the care of a pet is essential in light of the diversity of pets and their life expectancies. Thus, you should discuss the possibility of a pet trust with your client as well as a pet living will and durable power of attorney.
Financial Planning May 1, 2008 Martin M Shenkman	Another Door Closes The Supreme Court recently reached a decision that ends the ability of most trusts and estates to deduct investment management fees. It is vital to understand the rules so you can help clients maximize the deductions they might qualify for.
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 Advisor October 2008	Holding On A rising number of people near retirement age are turning to so-called directed trusts to gain control over a certain part of their estates.
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, 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, 2006 Gavin Morrissey	Flying Blind For financial advisory clients who are corporate insiders with company stock, a blind trust may be their best option. However, it's imperative that advisers work with attorneys who are familiar with blind trusts to ensure that the document includes the proper provisions.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Life Insurance Trusts Escape estate taxes by transferring your life insurance to a trust.
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...
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.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs.
Financial Advisor February 2009 Caren Chesler	No Do-overs? In tough economic times, some clients are wondering if they could tap those untouchable trusts. Probably not a good idea for advisors to let them do that.
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 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 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.
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.
BusinessWeek June 18, 2007	Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy.
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.