Estate Planning

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  National Advisors Trust Taps Former SEI Exec as CEO

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  James Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.

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  Saving the Family Enterprise: How to Keep Life in an Old Firm

  By Joyce Hanson, AdvisorOne  |  March 25, 2013

  "You have families with benign dictators, but what you want is a republic that’s organic and based on merit," says Hemenway & Barnes partner Fred Marx.

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  Obama Budget Endangers Some Estate Planning Techniques

  By Michael S. Fischer  |  March 21, 2013

  Loophole closure would severely reduce wealth planners’ arsenal.

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  Protecting Life Insurance Beneficiaries From a Windfall

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  March 5, 2013

  Do your clients want to control how their beneficiaries get death benefits? A new trend in product offerings may be of service.

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  Broken Trusts: The Man Who Married His Wife Six Times

  By Joyce Hanson, AdvisorOne  |  February 25, 2013

  Manipulative parents, conditional love and hostile children create the conditions for incentive trusts that don’t work, as the case of the six-marriage man makes clear.

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  Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the Details

  By Kathleen Tierney, Chubb  |  February 21, 2013

  There are many intelligent reasons to transfer high-value assets to a trust or LLC, but there’s a devil lurking in the details, specifically the insurance considerations.

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  T3 Conference: Estate Planning for Digital Assets to Take Center Stage

  By John Sullivan, AdvisorOne  |  February 7, 2013

  What if a client’s important information is all online and password protected? What happens if they die unexpectedly?

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  The $5.25 Million Question: How to Protect Your HNW Clients’ Children

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 29, 2013

  Think your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.

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  LPL Trust Unit Aims to Boost Sales, Hires

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.

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  U.S. Trust Wealth Offering Focuses on the Young and the Aging

  By Michael S. Fischer  |  January 17, 2013

  U.S. Trust's new Family Wealth Services offerings address top concerns of HNW families: preparing the next generation for their wealth and caring for aging family members.