Personal Trusts
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Estate planners, employment lawyers face same-sex marriage issues
More than two years have passed since Massachusetts' highest court legalized same-sex marriage in the state - the ... (PERIODICAL ARTICLE)
Trust-Owned Life Insurance: Policy Review and Funding Techniques
High-net-worth individuals who need large amounts of life insurance should be aware of the considerable estate tax advantages ... (PERIODICAL ARTICLE)
Estate Planning for Qualified Personal Residence Trusts
As property values across New York State have risen sharply, the personal residence has become many New Yorkers' ... (PERIODICAL ARTICLE)
Final QPRT regulations (IRS regulations on qualified
personal residence...
In late December 1997, the IRS released final regulations on qualified personal residence trusts (QPRTs). Prop. Regs. 25.2702-5 ... (PERIODICAL ARTICLE)
Deemed Realization of Assets Held By Trusts
As estate and tax issues become more complex in North America and abroad, there is a great need ... (PERIODICAL ARTICLE)
Managing your wealth: it's important to build
accounts early in life and...
Most of the rules of the road in life are simple, but not always easy to follow. The ... (PERIODICAL ARTICLE)
Protecting Your Assets
In "Divorce in the Workplace" (June 2006), we described Jack Welch's woes and Gary Wendt's folly in their ... (PERIODICAL ARTICLE)
Protecting your assets: your life is complicated enough. Here are some ways...
In "Divorce in the Workplace" (June 2006), we described Jack Welch's woes and Gary Wendt's folly in their ... (PERIODICAL ARTICLE)
Estate planners placing more clients' homes in trust
With the expectation that home prices will continue to rise, estate planners are increasingly using qualified personal residence ... (PERIODICAL ARTICLE)
What can a window display teach us about personal
trusts?
[ILLUSTRATION OMITTED] Proper arrangement makes all the difference Interesting thing about wealth. After spending a lifetime acquiring it, ... (PERIODICAL ARTICLE)
Ten areas of trustee liability
IMAGE ILLUSTRATION 1 This article will discuss briefly 10 areas where fiduciaries can find themselves in trouble. My ... (PERIODICAL ARTICLE)
Asset protection practices pick up in wake of new bankruptcy law
In the months since the new bankruptcy reform act became law, more physicians and other high net-worth professionals ... (PERIODICAL ARTICLE)
HOW TO Keep the vultures away from your estate
When planning your estate, your primary objective is probably to pass on as much wealth to your heirs ... (PERIODICAL ARTICLE)
Qualified personal residence
trusts.
Many of the traditional estate planning techniques are no longer viable today, either because they have been legislated ... (PERIODICAL ARTICLE)
Form over substance: district court denies split-interest charitable...
In Galloway, DC PA, 5/9/06, a district court ruled that no charitable deduction was allowed on an estate ... (PERIODICAL ARTICLE)
The Indiana and U.S. trust industries - a review of the '90s and a look...
HEADNOTE Trust/investments The US. trust industry ended the 20th century with almost $23 trillion under administration, with Indiana ... (PERIODICAL ARTICLE)
The Triumph of Contrarian Investing
The Triumph of Contrarian Investing By Ned Davis McGraw-Hill New York (2004) $21.95, 177 pages A respected and ... (PERIODICAL ARTICLE)
Starkville-based NBC looking to the next billion
STARKVILLE-The banking industry has changed significantly over the past 15 to 20 years with consolidations and in recent ... (PERIODICAL ARTICLE)
Top 10 estate planning strategies.
Every estate planner has an arsenal of favorite techniques to offer clients. Part I of this two-part article ... (PERIODICAL ARTICLE)
Asset protection and dynasty trusts
HEADNOTE Editors' Synopsis: Historically, settlors of trusts were not permitted to remain trust beneficiaries while obtaining spendthrift protection ... (PERIODICAL ARTICLE) | |
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