October Table of Contents
FEATURES Beware the 529 Hype pg.9 Some advisors are suggesting it, but treating this college savings plan as a pure wealth-transfer vehicle is risky....
Beware the 529 Hype
Don’t fall for push-the-enevelop strategies. Until the IRS issues final rules next year, it is too risky to use this college savings plan purely as a wealth transfer vehicle....
Cowles Legal Systems, Inc. Announces the Release of Version 12.0 of Their Trust Plus® Estate Planning System and the TrusTerminator®
Cowles Legal Systems, Inc. announces the release of version 12.0 of their Trust Plus® estate planning system and the TrusTerminator® postmortem system...
Trusts and Estates Attorney Tampa Bay
Tampa Bay law firm seeks attorney with 3 to 6 years concentrated experience in estate planning and administration; candidate must be able to prepare all...
U.S. Trust Company Seeking Trust Officer for San Francisco Office
San Francisco office of U.S. Trust Company, N.A. seeks officer to administer trusts and estates in compliance with fiduciary, state and federal laws and...
Think Like A Shrink
Advisors to the wealthy should master family dynamics.
By: Carol Larco-Murzyn, Ph.D, Second Vice President, Wealth Management Marketing Services, The Phoenix Companies, Inc. and Vanessa Bohrer, Director of Market Development, The Phoenix Companies, Inc. ...
PRIME ACREAGE -SEALED BIDS DUE MAY 15, 2002
WESTWINDS CENTER FOR BUSINESS Click to see our List and Contact Information... Year long recruitment campaign -- Explore the possibilities at SunTrust. With all of the changes in the banking industry, perhaps it's time to explore the growth opportunities from a SunTrust career.... Attorney with 5 to 15 years experience in Estate Planning, Administration of Estates and Trusts and Estate and Gift Tax, sought by boutique law firm specializing... WESTWINDS CENTER FOR BUSINESS Explore the possibilities at SunTrust. With all of the changes in the banking industry, perhaps it's time to explore the growth opportunities from a SunTrust career.... Is charitable giving societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?... Organization of 350,000 professionals champions its history, integrity.... Neither regulators nor courts have provided fiduciaries sufficient guidance to navigate the maze of administering ERISA accounts.... The bill, introduced in February, is intended, as its subtitle states:"To amend the Internal Revenue Code of 1986 to empower employees to control their retirement savings accounts through new diversification rights, new disclosure requirements, and new tax incentives for retirement education."... If Your Client Owns A Foreign Trust, Or Sells U.S. Property To a foreign person, strict guidelines must be adhered to.... TO BE SUCCESSFUL IN THE FUTURE, individual advisors and wealth management firms will need to adapt their practices and adopt new technological tools. Those who are successful will be better positioned to reap the benefits of improved client relationships and more profitable practices. This business model integrates in-house and outsourced tools and delivers enhanced, mass customized services more efficiently to advisors’ clients. ... TO BE SUCCESSFUL IN THE FUTURE, individual advisors and wealth management firms will need to adapt their practices and adopt new technological tools. Those who are successful will be better positioned to reap the benefits of improved client relationships and more profitable practices. This business model integrates in-house and outsourced tools and delivers enhanced, mass customized services more efficiently to advisors’ clients. ... WORRIED ABOUT PAYING FOR YOUR CHILD’S COLLEGE? PRIMEDIA’s Registered Rep Tells Financial Advisors All They Need to Know About 529s; The College Tuition... Led by Editorial Veteran, David Geracioti, January 2002 Issue Declares That the Broker Is Back and Has Won the Battle on Wall Street... Led by Editorial Veteran, David Geracioti, January 2002 Issue Declares That the Broker Is Back and Has Won the Battle on Wall Street... This acquisition combined with the new Bellevue location will provide clients with access to The Harris family of wealth management services – direct investing, full-service investing and private banking.... New Variable Annuity May Be Used For Elder Care Hartford, CT -- The Phoenix Companies, Inc. has introduced a new flexible premium variable annuity with...
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advertisement Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates. Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use. Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls. Click here to download the 2011 Trust Glossary Click here to view the most up to date guide (September 2011) advertisement advertisement advertisement advertisement Follow us on Twitter COMMUNITY FOUNDATIONS
SunTrust: Where Opportunity and Career are Synonymous
Seeking an Estate Planning Attorney and More
PRIME ACREAGE -SEALED BIDS DUE MAY 15, 2002
SunTrust: Where Opportunity and Career are Synonymous
Philanthropy In Uncertain Times
AICPA Campaigns To Repair Damage To Reputation Caused By Enron Scandal
Company Stock And The ERISA Fiduciary: The Aftermath Of Enron
Pension Reform Bill Winding Its Way Through CongresssDiversification requiremements, investment education notices are planks of new legislation.
Service Focusing On Foreign Trusts, Real Property Transactions
Making Technology Pay Off For Wealth Advisors Making Technology Pay Off For Wealth Advisors
WORRIED ABOUT PAYING FOR YOUR CHILD’S COLLEGE?
PRIMEDIA’S REGISTERED REP EDITOR TELLS STOCKBROKERS THESE ARE “THE BEST OF TIMES?”
PRIMEDIA’S REGISTERED REP EDITOR TELLS STOCKBROKERS THESE ARE “THE BEST OF TIMES?”
Harris acquires Northwestern Trust - Another example of jockeying for the HNW market
New Variable Annuity May Be Used For Elder Care
Trusts & Estates Magazine teams-up with its sister publication, Registered Rep, to create the original weekly Wealth Management enewsletter .
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50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.
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