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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 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 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 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 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 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 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 October 2012 Mary Rowland	Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year.
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 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 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.
BusinessWeek January 30, 2006 Anne Tergesen	Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts.
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 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 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 June 1, 2012 Martin Shenkman	Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act.
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 December 1, 2011 Ann Marsh	All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.
Financial Advisor November 2004 Eric L. Reiner	Ruling On Grantor Trusts Eliminates Gift Tax Worries IRS pronouncement abets defective-trust strategies.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
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 July 2004 Jeff Schlegel	The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000.
Financial Planning October 1, 2013 Martin Shenkman	New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
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.
U.S. Banker January 2002 Robert A. Bennett & David Lo	Wills Now Passe, Living Trusts Hip More and more Americans are creating living trusts, giving bankers more opportunities but also increasing their regulatory headaches. Care must be taken to assure that loans to these trusts are ultimately collectable...
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.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Financial Planning November 1, 2009 Martin M. Shenkman	Are Clients Aware? Planners should capitalize on the buzz of Estate Planning Awareness Week by reaching out to clients.
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 June 2007 Andrew Gluck	Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals.
Financial Planning August 1, 2012 Martin Shenkman	Highly Versatile Tools Amid the great uncertainty engulfing the estate tax, family limited partnerships and family limited liability companies may prove particularly valuable.
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.
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 Advisor November 2009 Caren Chesler	Family Bonds Clients face both financial and emotional traps when they loan money to family.
Financial Planning July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
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.
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 September 1, 2008 Martin M Shenkman	Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate.
Financial Planning March 1, 2013 Martin Shenkman	Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
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.
Investment Advisor July 2008 Lewis Schiff	A Special Kind of Life Insurance Private Placement Life Insurance is not for everyone, but for those clients who are concerned about estate taxes and have sufficient assets to protect, PPLI offers tax-advantaged hedge-fund investing and other benefits.
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 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 January 2007 Gail Liberman	Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property.
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 October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
Financial Planning October 1, 2010 Mindel & Sleight	The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right.