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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 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 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 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.
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 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 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 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 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 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 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.
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.
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.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
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 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 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 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 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 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 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.
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.
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 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?
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 June 13, 2006 Dan Caplinger	A Trust for All Seasons: Life Insurance Trusts Escape estate taxes by transferring your life insurance to a trust.
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 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.
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 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.
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.
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 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 February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
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 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.
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 November 2007 Thomas J. Murphy	Ready To Roll (Over) With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for.
Financial Advisor March 2007 Robinson & Wilkins	A Question Of Interest A recent court decision highlights a potential problem with irrevocable life insurance trusts. Here are some implications for financial planners to ponder.
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, 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.
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 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 Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
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 Planning October 1, 2010 Donald Jay Korn	The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory.
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.