Beware the Powers of Attorney
Lawyers get requests for powers of attorney all the time, and they're easy to churn out and then forget. But beware. ...
An Estate To Die For
Lawyers often see family members get ugly over assets. Rarely, though, does the nastiness literally explode, sending one of the parties to meet his maker. But that's exactly what happened in the case of Dr. Nicholas Bartha and his ex-wife Cordula Hahn. Their War of the Roses divorce became his funeral dirge....
Don’t Play a Game of Hearsay Russian Roulet
A recent decision by the Indiana Supreme Court reminds practioners of the difficulty plaintiffs can face trying to prove undue influence in a will change. In Lasater v. House, 841 N.E.2d 553, the court excluded as hearsay numerous statements made by a testatrix regarding her nephew's influence on her estate-planning decisions....
FileCenter
Facilitates navigation among files, file management and the scanning and organization of documents
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Retirement Decisions
Nearly one-half of all variable annuity sales are in individual retirement account (IRA) rollovers, according to the National Association of Variable Annuities, Reston, Va. ...
Settlors' Advisory
The rise of fiduciary litigation in recent years (combined with ever-increasing attorneys' fees) has prompted some to search for an alternative to a traditional judicial dispute. Arbitration may provide an effective, less costly mechanism for resolving disputes but, as indicated by a recent decision from a DC appellate court, certain steps must be taken to ensure its availability to litigants. ...
Introducing Adobe Acrobat
You may create PDF files for convenient document delivery and collaborative drafting, with Adobe Acrobat. Here are some suggestions and information for getting the most out of Acrobat. ...
Getting the Most Out of Adobe Reader
PDFs may be viewed with Adobe Reader (the latest version is 7.0.7). You can download Reader without charge from the Adobe Systems Web site. Adobe Reader V. 7.0.7 will function in Windows 2000 or XP (but not Windows Me or 98).
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Supremes Rule for Anna Nicole
Dumont has been reversed, but the appellate court's holding is so narrow that fiduciaries should not take heart. In fact, they should stay afraid -- very afraid....
SR VP Private Wealth Bank/Brokerage Firm
Private wealth group at a major financial institution is looking for a SR VP to advise on family issues. J.D. is preferred but M.B.A. or Ph.D. with experience...
Job 5335: Wealth Advisor Business Development
Location City: Detroit Location State: MI Base Salary: 60,000-80,000 Bonus & Incentives: Percentage of new business brought in and residuals. Position...
Job 5553: Senior Trust Officer
Location State: IL Base Salary: 70,000 - 75,000+ DOE Bonus & Incentives: Two Bonus/Incentive Programs: 1) Up to 12% Corporate Performance Bonus paid annual...
Job 5624: Financial Advisors
Location City: San Francisco Location State: CA Base Salary: Highly competitive Position Responsibilities: Major Investment Firm seek individuals to serve...
Job 5701: New Business Development Officer
Location City: Southern New England Location State: NH Base Salary: 110,000-130,000 Bonus & Incentives: Company has goal of 150,000 in fee income annual....
Job 4476: Private Banker
Location City: Lancaster Location State: PA Base Salary: 80,000-90,000 Bonus & Incentives: superior incentive plan Position Responsibilities: Private...
Job 5731: Managing Director - Trust & Custody
Location City: Upstate New York Location State: NY Base Salary: $125,000 - $130,000 DOE Bonus & Incentives: Bonus directly tied to goal achievement. Potential...
Job 5763: Investment Sales/Trust Administrator
Location City: Charleston Location State: WV Base Salary: $60K - $70K Base + Incentive for New Business Position Responsibilities: Strong Regional Bank...
Job 5783: Trust Manager Securities Processing
Location State: AL Base Salary: 70,000 - 100,000 DOE Bonus & Incentives: Bonus opportunity is 25-30% of base salary Position Responsibilities: This is...
Job 5905: Private Banker
Location City: Ft. Myers, Naples Location State: FL Base Salary: 60000-90000 Bonus & Incentives: 25% Position Responsibilities: As a Private banker you...
Job 5914: Sr. Private Banker (Private Client Services)
Location City: Los Angeles, Century City Location State: CA Base Salary: 110-140K + 15-25% Bonus Position Responsibilities: Successful candidate will...
Job 5928: VP, Manager of Trust Administration
Location City: Dubuque Location State: IA Base Salary: 90000 Bonus & Incentives: Eligible for the officer's bonus Position Responsibilities: $1 billion...
Job 5937: Relationship Manager Wealth Management
Location City: Harrisburg Location State: PA Base Salary: $85,000 Bonus & Incentives: Yes Position Responsibilities: Assumes responsibility for administration...
Job 5959: Managing Director - Wealth Management
Location City: Western portion of state Location State: MA Base Salary: $125,000 - $130,000 DOE Bonus & Incentives: Includes: 1) Annual bonus incentive...
Job 5979: Financial Consultant
Location City: Pittsburgh Location State: PA Base Salary: 100,000-200000 Position Responsibilities: Work as a Financial Consultant with one of the most...
Job 5980: Trust New Business Officer
Location City: Ann Arbor Location State: MI Base Salary: 65,000 - 75,000 DOE Bonus & Incentives: Percentage of first year recurring fees Position Responsibilities:...
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