New Page 1 The Authoritative Voice of the Retail Real Estate Industry Re-launches with 244-Page May Issue and Focuses on Doing Business Now and In the Future 14TH Annual Superior Achievement in Design and Imaging (SADI) Awards Recognize the 2003...
A federal judge in Vermont has ruled against Merrill Lynchs attempt to prevent two former brokers from contacting clients they held while at the firm. Merrill had requested a temporary restraining order after the brokers left its Burlington, Vt...
National Financial Partners (NFP), the national distribution network of independent registered investment advisors, is set to go public imminently. Last month, the Manhattan-based firm filed its S-1 registration statement to the Securities and...
When it comes to executive compensation, nonprofit organizations face problems not encountered by for-profit employers. Providing benefits can be daunting, and compensation packages often lack stock options as well as other equity enticements. An...
From time to time, estate planners encounter situations where a large block of thinly publicly traded stock needs to be valued for either estate-planning purposes or to prepare a federal estate-tax return. The block might be, say, 100,000 shares...
At its 46th annual meeting, the Association for Advanced Life Underwriting introduced its alternative to estate-tax repeal, a plan drafted with Arizona Senator John McCain. The Better Plan for Estate-Tax Reform, as McCain has dubbed the proposal...
When there are corporate and individual co-trustees, the individual trustee often delegates certain duties, such as investment authority, to the corporate trustee. If the individual trustee is inexperienced at running money, such delegation is...
We've been hearing a lot lately about two companies that offer what they describe as turnkey solutions for administering foundations. And we've been wondering how lawyers who advise foundations view them. Foundation Source of Norwalk, Conn....
