Sale Of Home To Bypass Trust Or QTIP By Roy M. Adams and Glenn Kurlander Kirkland & Ellis New York, NY Q: The Internal Revenue Code Sec. 121 exclusion of gain on the sale of a residence has been allowed for the sale of a home by a grantor trust...
Invitation to submit questions on Estate and Investment Planning Roy M. Adams, Senior Partner, Kirkland & Ellis, Trust and Estates Group; Glenn Kurlander Senior Partner, Kirkland & Ellis, Trust and Estates Group; William S. Villafranco, Senior...
Here are all of the comments RR heard from Morgan Stanley Dean Witter brokers. A "Our equity research is the best, best in the field. Our level of ethics and integrity is also very high. Our operation/back office is certainly not the best. It...
Here are all of the comments RR heard from Edward Jones brokers. A "They are what they present themselves to be. They are ethical, equitable and fair. They talk the talk and walk the walk. They never tell you something but really want something...
Here are all of the comments RR heard from Salomon Smith Barney brokers. A "Even though there’s serious problems at the branch level, I think this is still best place to work. … Our image is low because of the bad publicity we got from...
Here are all of the comments RR heard from PaineWebber brokers. A "Things are OK here. The best thing about PaineWebber is the freedom and the entrepreneurial aspect that I haven’t seen at other firms." (Training) "If anything, they offer us...
Here are all of the comments RR heard from Merrill Lynch brokers. A "[Merrill does a good job at] keeping client interests first. What is the right thing to do? We’re very conservative, we’ll say ‘No’ to things in gray...
Merrill Lynch is placing “a major emphasis on teams” this year, offering brokers more training programs, best practices guidelines, sample business plans, and prototype contracts to help when brokers are establishing a partnership...
Here are all of the comments RR heard from A.G Edwards brokers. A "We focus on client rather than product. We’re a conservative firm so there is no focus on technology and that’s not necessarily a bad thing." B "Overall, not too many...
Here are all of the comments RR heard from Prudential brokers. A No comments. B "Our entire pricing strategy is confusing to the client and the broker." C "Overall, it’s pretty good here. It’s not the best. There’s always room...
