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....

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...

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...

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....

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...

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....

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...

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2010 Tax Act News Industry Trends Surveys

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Philanthropy Tax Guide

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.

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2011 Trust Glossary

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50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

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