As we were going to press with the March 2008 issue of Trusts & Estates magazine, we received an email from Kevin Matz of White & Case, LLP, who has a piece in that issue entitled Knight's "Decided. Now What?" Matz wrote: The great thing about law is that it never stays the same. Internal Revenue Service Notice 2008-32, issued today, provides interim guidance on the 2 percent floor limitations for trusts and estates relating to bundled investment management and advisory costs.
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More