Eyewitness Account from firefighter at "ground zero"
The brother of Trusts & Estates editor Michael S. Klim is a firefighter in New Jersey. This is his harrowing, heroic strory of volunteering to aid in the aftermath of the New York City attack....
Links and telephone numbers for assistance and informaion
These links and telephone numbers are to help in relief efforts and for information on the results of those efforts....
Stock indexes fall 5 percent
Major U.S. stock indexes fell more than 5 percent in early Monday trading as investors got their first chance to react last week's deadly terrorist attacks, betting the assault will hurt an already weak economy and corporate profits....
Our thoughts on the Tragedy
We join Americans everywhere in mourning the victims of Tuesday’s terrorist attack on our country, and give thanks for those who survive. This tragedy for the nation strikes deeply into our professional community....
NYSE Trading Tests Successful
Treasury Secretary Paul O'Neill will ring the opening bell, joined by New York Mayor Rudolph Giuliani, Gov. George Pataki and Richard Grasso, chairman of the New York Stock Exchange. Members of New York City's police, fire and medical emergency departments as well as New York's Port Authority police will also be present...
Osama Bin Ladin: Wealth Plus Extremism Equals TerrorismA 1998 ICT report on the philosophy of prominent terrorist
http://www.ict.org.il/articles/bin-ladin.htm...
Glenmede Trust Targets Ultra-High-Net-WorthIndividuals
The Glenmede Trust Company, a Philadelphia-headquartered wealth advisory firm, announced the further development of their focus on the wealth advisory...
Privacy of Customer Data Big Issue Now
In today's 'e-conomy' most every company needs a concise, workable policy regarding customer data...
Metavante to Purchase Brokat Technologies' U.S. Internet Banking and Brokerage Asset
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Be Wary Of "Stretch IRAs": NASD Regulation
S0-called "stretch IRAs" are often billed as "estate planning techniques" or "tax aversion tools for your heirs" or "a way to take care of your grandchildren."...
ABA Won't Change Rules For Electronic Financial Services Delivery Yet
Too Soon for Electronic Rules It’s premature to recommend any specific changes in regulations, policies, guidance or any other aspect of supervision associated...
Part owners can participate in ERISA plans: 3rd Circuit
The the 3rd U.S. Circuit Court of Appeals has ruled, in a reversal of a 1996 ruling, that ERISA has governance over profit sharing and pension plans even if the participants are part-owners The opinion of the Court is......
Metavante Launches Wealth Management Consulting Services
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Register online for the 2001 T&E Conference!
Register online for the 2001 T&E Conference!...
New life settlements e-newsletter launched
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Community Bankers Oppose Fed/Treasury Policies
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Northern Trust Retirement Consulting Sends Employees Back to School
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
E-Brokerages Luring Banks’ Older, Wealthier Clientele
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Team Sport: A Multidisciplinary Approach to Advanced Estate Planning
ADVANCED ESTATE PLANNING FOR affluent clients requires skilled and competent advisors from various disciplines, who are accustomed to working independently of one another and who are used to “controlling” client relationships, to form cooperative working teams for the benefit of the client. The advanced planning techniques that exist under current law, when combined, can provide powerful tools to meet our client’s needs, but this requires TEAMWORK....
TEAM SPORT: A Multidisciplinary Approach To Advanced Estate Planning
ADVANCED ESTATE PLANNING FOR affluent clients requires skilled and competent advisors from various disciplines, who are accustomed to working independently of one another and who are used to “controlling” client relationships, to form cooperative working teams for the benefit of the client. The advanced planning techniques that exist under current law, when combined, can provide powerful tools to meet our client’s needs, but this requires TEAMWORK....
The Estate Trust Revival: Maximizing The Full Basis Step-Up For Spouses
"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....
The BILIT - Business Irrevocable Life Insurance Trust
BUSINESS CONTINUATION AGREEMENTS are often partially funded or totally funded with life insurance. Most, if not all, of the life insurance proceeds are includable in the estates of the business owners. The BILIT™ can keep the life insurance proceeds outside of the owners’ estates. Additionally, this article addresses the seldom-discussed economic inequities inherent in most Business Continuation Agreements and potential solutions to these economic inequities.
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The Trusts & Estates 2001 Conference
Authoritative speakers
Relevant tracks
Meaninful sessions
Powerful networking opportunities...
The Trusts & Estates 2001 Conference
Authoritative speakers
Relevant tracks
Meaninful sessions
Powerful networking opportunities...
The 2001 Trusts & Estates Conference
October 9-11, 2001; Marriott Eastside; New York, NY...
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