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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 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.
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.
On Wall Street June 1, 2011 Myrna L. Wigod	When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
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.
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 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, 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 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.
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.
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 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.
AskMen.com Michael Estrin	Paying Child Support 101 Though the laws vary from state to state and each case is different, it's important to know a few things about the general process so you can protect yourself.
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 Planning July 1, 2006 Elizabeth O'Brien	5 Questions: Sharyn Sooho An interview with co-founder of Divorcenet.com and a family law attorney for more than 30 years about how financial planners can help divorced parents deal with the challenges of paying for college.
ifeminists September 15, 2004 K. C. Wilson	The Subversion of Child Support Child support in the U.S. would do better to assume no greater ambition than cover normal child costs. It would serve children better, which it is what it's supposed to do, not adult needs nor other social or economic agendas.
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.
BusinessWeek May 31, 2004 Toddi Gutner	Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group.
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 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.
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.
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 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.
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.
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 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.
Investment Advisor August 2007 Lewis Schiff	Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children.
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 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 July 1, 2009 Martin Shenkman	A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary?
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 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 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 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.
Salon.com October 4, 2000 Jennifer Foote Sweeney	Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce...
ifeminists July 8, 2007 Michael J. McManus	Taken Into Custody Father's Day was not joyful for millions of fathers who had a divorce forced upon them, whose children were "taken into custody" by the mother who filed for the divorce.
Investment Advisor January 2008 Lewis Schiff	Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications.
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.
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 September 1, 2007 Barbara H. Cane	The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing?
AskMen.com Michael Estrin	Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand
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 Advisor April 2005 Gregory Bresiger	Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances.
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.
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 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.
ifeminists March 2, 2005 Jennifer Roback Morse	The True Cost of False Witness False or frivolous charges of child abuse play havoc with the family court system, and in the lives of many innocent people. At the very least, society needs to impose some penalty for inflicting those kinds of costs on others.
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.