Location City: Sacramento, Northern Calif - Rural - from Santa Rosa to Sacramento area Location State: CA Salary Range: 90 - 100K + 35-50K Bonus & Incentives: Target Bonus based on attaining goals. Can exceed target bonus. Position...
Location City: Ft. Myers Location State: FL Salary Range: 90000-100000 Bonus & Incentives: Very strong commisssion program. Position Responsibilities: Looking for a firm that offers a difference in the financial advisory field? My client is an...
It just got harder to be old and anything short of wealthy. Chapter 2 of the new Deficit Reduction Act of 2005 (DRA) focuses exclusively on long-term care under Medicaid and seeks to make it much harder for elders to protect any assets if they are...
Most grant-making foundations in the United States operate on very modest budgets, are largely unstaffed and are run by unpaid trustees. But that's where their similarities end. A fierce, slow-motion debate has been raging about how much is...
Traditionally, there has been tremendous tension between the competing interests of a trust's income and remainder beneficiaries. Investing pursuant to the Uniform Prudent Investor Act of 1994 (UPIA), which allows fiduciaries to invest for total...
It's the latest ruling in a series of New York decisions on trustee liability for improper retention of concentrated stock positions known, collectively, as the Kodak-IBM cases: On Feb. 3, an appellate court reversed the famous Dumont ruling that...
Even the most sophisticated estate planners may be missing the point of grantor trusts. It's a risk-free, transfer-tax free, effortless wealth transfer tool that is much more powerful than most advisors realize. It amplifies the benefit of any...
From David T. Leibell and Daniel L. Daniels, partners of Cummings & Lockwood in Stamford, Conn., we have this update: IRS extends indefinitely the safe harbor date for obtaining spousal waiver of right of election for CRUTs and CRATs. Responding...
Kodak. IBM. Coca-Cola. The names are corporate icons. And these blue-chip stocks, if held in the portfolio of any trust, once meant a life of quiet contentment for both trustees and beneficiaries. No more. There's been a rise in lawsuits by...
Virtually all of us in the estate-planning community regularly use life insurance trusts and dynasty trusts to achieve huge estate tax savings. And these savings can be compounded for future generations if the trust accumulates some of its income...
