Estate Planning

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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.

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  Demand Grows for Business Succession Planning as Boomers Retire

  By Michael S. Fischer  |  January 15, 2013

  The vast majority of financial planning professionals expect growth in this field in the next five years, according to a new survey.

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  Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 4, 2013

  All you need to know about the American Taxpayer Relief Act—both good and bad—and how it will affect your clients and their planning.

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  Quick Fixes for Last-Second Client Year-End Transactions

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 28, 2012

  As we teeter over the fiscal cliff, there are still a few maneuvers that allow clients to take advantage of current high exemptions and low tax rates.

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  ‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff Talks

  By Michael S. Fischer  |  December 12, 2012

  ‘I can afford to pay the estate tax’ is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.