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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 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 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 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 September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
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 June 1, 2012 Donald Jay Korn	Busting Trusts When assets for spouses are left in trusts, restrictions often apply, chafing the living spouse.
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.
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 October 1, 2005 Donald Jay Korn	Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes.
Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
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.
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 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 October 2010 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.
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 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 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..
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).
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 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 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 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 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.
Entrepreneur June 2004 Joan Szabo	Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate.
Registered Rep. May 1, 2005 Kevin McKinley	Splitting Heirs Becoming a financial expert in the byzantine regulations governing large retirement distribution and estate-planning loopholes will elevate your status in the high-net-worth investor community, and your earnings should rise accordingly.
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 September 1, 2007 Barbara H. Cane	The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing?
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.
Investment Advisor August 2006 Gavin Morrissey	The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
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 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 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 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 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 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.
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.
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.
Financial Advisor April 2008 Gail Liberman	Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls.
Financial Advisor February 2006 Ronna Del Valle	Refocusing Estate Planning Generational Continuity, an uninterrupted financial connection between generations, may offer a way to move emotion-bound clients forward.
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 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.
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.
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.
Registered Rep. November 1, 2004 Daniels, Leibell & Prince	Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family.
Financial Planning June 1, 2005 Jim Grote	Errors of Construction When setting up charitable remainder trusts, the devil is in the details. How CRTs go wrong gets incredibly complicated, which is reason enough for planners to tread carefully.
Financial Planning August 1, 2006 Deborah Levenson	Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind.
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.