Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations.
Too Soon for Electronic Rules It’s premature to recommend any specific changes in regulations, policies, guidance or any other aspect of supervision associated with the online delivery of financial services, ABA said in a comment letter to...
OPINION OF THE COURT ALITO, Circuit Judge: Plaintiffs brought suit under the Employee Retirement Income Security Act of 1974 ("ERISA"), 29 U.S.C. S 1001 et seq., as amended by the Retirement Equity Act of 1984 ("REA"), Pub. L. No. 98-397...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Metavante Launches Wealth Management Consulting Services MILWAUKEE, WI-- Metavante...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item FT. WASHINGTON, Pa., The Coventry Center for Financial Professionals, a pioneer in life...
Some of the most fulfilling professional work during our careers can be the privilege of assisting affluent clients in developing their vision of what it means to build a lasting legacy for both their family and the community. Philanthropic...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Community Bankers Oppose Fed/Treasury Policies Kenneth A. Guenther, president and CEO of the...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item E-Brokerages Luring Banks Most Valuable Customers Compete, Inc.s Research Shows That Banks...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Northern Trust Retirement Consulting Sends Employees Back to School CHICAGO, -- Northern...
"Estate Trusts" are a means of obtaining a full, non-discounted basis step-up for all of the assets used in the strategy at the first spouse’s death, while providing a valuation discount at the second spouse’s death...
