Recovery At Least A Year Away, Say Lenders In Phoenix Lending Survey
The events of September 11 have pushed the economy into a recession, and recovery is at least a year away, according to lenders participating in the latest Phoenix Lending Survey....
Communication And Support For Clients In Turbulent Times
With uncertainty widespread about individuals' lives and livelihoods since Sept. 11, there has never been a time when communication with our clients was as important as it is now....
Funding A Credit Shelter Trust With Retirement Benefits
There are numerous advantages as well as disadvantages to funding a credit shelter trust when all or most of the client's assets are inside retirement plans....
REG–107151–00: Notice of Proposed Rulemaking and Notice of Public Hearing Constructive Transfers and Transfers of Property to a Third Party on Behalf of a Spouse
This document contains proposed regulations under section 1041 of the Internal Revenue Code relating to the tax treatment of certain redemptions, during marriage or incident to divorce, of stock owned by a spouse or former spouse. This document also provides notice of a public hearing on the proposed regulations....
Chaminade Tax Institute Reformatted, Focuses on Estate & Gift Tax Planning
Due participant inquiries resulting from the Sept. 11 terrorist attack, the annual Hawaii Tax Institute at Chaminade University has been reformatted....
American Bar Association Section of Real Property Probate and Trust Law Coordinates National Educational Effort National Health Care Decisions Week
The American Bar Association Section of Real Property, Probate and Trust Law is working to increase public awareness about the value of making advance decisions for health care....
Insurance Industry Redoubles Efforts To Give Aid On Insurance, Financial Matters To Families Of Attack Victims
Perhaps the greatest challenge surviving family members face is figuring out how they’ll cope financially. Naturally, many survivors have turned to the life insurance companies which insured their loved ones....
Security Regnant Concern For The Rich
For wealthy individuals, the need for heightened vigilance may be of even greater pith than for the general public....
Security Regnant Concern For The Rich
For wealthy individuals, the need for heightened vigilance may be of even greater pith than for the general public....
Security Regnant Concern For The Rich
For wealthy individuals, the need for heightened vigilance may be of even greater pith than the general public....
CCH Booklet Educates Financial Services Practitioners About Identity Theft
CCH Booklet Educates Financial Services Practitioners About Identity Theft Today, many thieves arent content just to steal money from someones wallet,...
Executive Compensation High In Health Care Industry: Study
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
MARKET*ACCESS HOLDS FIINANCIAL INDUSTRY HOMELAND DEFENSE CONFERENCE
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Scheffel v. Krueger: The Effectiveness of Statutory Spendthrift Trust
It is the uncomfortable and unfortunate result of the holding in this case that best illustrates the effectiveness of estate planning that addresses asset protection considerations....
Adjust client philanthropy plans now
Ever since proposals started brewing last year for the proposed repeal of the estate tax, there has been significant debate within gift planning circles...
Suspected terrorist's will details final wishes
Mohamed Atta, the suspected leader of the September 11 hijackings in the United States, left behind a will that said he wanted to be buried "next to good Muslims" and that he wanted one-third of his money "donated to the poor and needy."...
LIFE Provides Insurance Information Following 9-11 Attacks
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
50 of America's richest lose $44 billion after attack.
After the Sept. 11 terrorist attacks, Forbes magazine recalculated the impact on 50 of the list's more recognizable names since the cutoff date of Aug. 27....
What Do Crises Mean For Philanthropy?
After September 11 Events, AAFRC Trust for Philanthropy and The Center on Philanthropy at Indiana University Examine Historical Precedents and Look at Factors Specific to 2001 that May Affect Giving...
New Web Site for Wealth Management Practices
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Assets of suspected terrorists frozen
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Trusts & Estates 2001 Conference postponed
Click here for details on how this important event is affected by this important time in financial services....
Powers of Attorney important during military action
Typically, service members will need a power of attorney when they may be deploying or going overseas and leaving their loved ones behind to handle the affairs of the household....
T. Rowe Price Develops Free Guide for Estate Planning Clients
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
"Philanthropic Investment Roundtable" October 4
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
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