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Industry News & Trends
Income Tax Actions by Executors on Behalf of DecedentsIncome Tax Actions by Executors on Behalf of Decedents

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Income Tax Actions by Executors on Behalf of Decedents By Sidney Kess New York Law Journal May 21, 2001 An executor is responsible for filing income tax returns on behalf of a decedent. The executor generally steps into the shoes of the decedent,

bySidney Kess
May 21, 2001
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5 Min Read
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M&A
First Union CEO Defends “Flawless” AcquisitionsFirst Union CEO Defends “Flawless” Acquisitions
byMichael Hayes
May 21, 2001
2 Min Read
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Industry News & Trends
How to Find a Good Financial PlannerHow to Find a Good Financial Planner
May 18, 2001
3 Min Read
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Financial Planning
Dearborn Offers Online Certificate in Financial PlanningDearborn Offers Online Certificate in Financial Planning
May 18, 2001
2 Min Read
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Industry News & Trends
Can Small Employers Be Encouraged to Offer Retirement Plans?Can Small Employers Be Encouraged to Offer Retirement Plans?
byCan Small Employers Be Encouraged to Offer Retirement Plans?
May 18, 2001
4 Min Read
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Industry News & Trends
UBS PaineWebber Survey Shows Consumer Confidence DropsUBS PaineWebber Survey Shows Consumer Confidence Drops
byTom Nelson
May 16, 2001
1 Min Read
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Industry News & Trends
SunTrust Vying for Wachovia, Bids More Than First Union
SunTrust Vying for Wachovia, Bids More Than First Union
May 14, 2001
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1 Min Read
byRick Weinberg
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Industry News & Trends
Donations Of Art: They Are Not Just Appropriate For Museums
Donations Of Art: They Are Not Just Appropriate For Museums
May 11, 2001
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13 Min Read
byLaurence Zale
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Industry News & Trends
Recent Case Law Developments In Will And Trust Instrument Construction
Recent Case Law Developments In Will And Trust Instrument Construction
May 11, 2001
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18 Min Read
byCharles A. Redd, Attorney
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Industry News & Trends
Absence of Schwab, E*Trade at Conference Draws Reps’ Attention
Absence of Schwab, E*Trade at Conference Draws Reps’ Attention
May 10, 2001
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1 Min Read
byRick Weinberg
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Industry News & Trends
MLIM Prez Says Division has Regained Contact With Reps
MLIM Prez Says Division has Regained Contact With Reps
May 9, 2001
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1 Min Read
byMichael Hayes
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Industry News & Trends
NASDR Weighs in On Battle for Customer Accounts
NASDR Weighs in On Battle for Customer Accounts
May 8, 2001
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1 Min Read
byRosalyn Retkwa
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Industry News & Trends
Morgan Stanley Establishes New Minimum of $200K
Morgan Stanley Establishes New Minimum of $200K
May 2, 2001
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1 Min Read
byRick Weinberg
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Industry News & Trends
LEASE LANGAUGE: Allowing for improvements
LEASE LANGAUGE: Allowing for improvements
May 1, 2001
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3 Min Read
byJames T. Mayer & Harold B. Pomerantz
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Insights & Analysis
EXPERT ANALYSIS: Attractive parking structures
EXPERT ANALYSIS: Attractive parking structures
May 1, 2001
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8 Min Read
byNoel Cupkovic
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Industry News & Trends
Prudential Insurance Is Now Prudential Financial
Prudential Insurance Is Now Prudential Financial
May 1, 2001
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1 Min Read
byTom Nelson
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Industry News & Trends
Brothers Win Case Against A.G. Edwards
Brothers Win Case Against A.G. Edwards
Apr 26, 2001
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2 Min Read
byRick Weinberg
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Industry News & Trends
Wealth management practitioners having trouble Keeping Clients
Wealth management practitioners having trouble Keeping Clients
Apr 23, 2001
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3 Min Read
byChristopher Weems
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Industry News & Trends
Coming To A Wal-Mart Near You: Tax-Free GRATs
Coming To A Wal-Mart Near You: Tax-Free GRATs
Apr 23, 2001
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15 Min Read
byDeborah V. Dunn
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Industry News & Trends
Seminar Discusses Planning For Same-Sex Partners
Seminar Discusses Planning For Same-Sex Partners
Apr 23, 2001
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2 Min Read
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Industry News & Trends
Construction underway on The Promenade in Edgewater, N.J.
Construction underway on The Promenade in Edgewater, N.J.
Apr 19, 2001
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1 Min Read
byMisty Milioto
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Industry News & Trends
MSDW Reps OK With New "Morgan Stanley" Name
MSDW Reps OK With New "Morgan Stanley" Name
Apr 19, 2001
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2 Min Read
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Industry News & Trends
Merrill Cost Cutting Pays Off
Merrill Cost Cutting Pays Off
Apr 19, 2001
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2 Min Read
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Industry News & Trends
Ben Edwards Says Upfront Bonus Aversion Hurt Firm
Ben Edwards Says Upfront Bonus Aversion Hurt Firm
Apr 19, 2001
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2 Min Read
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Industry News & Trends
Merrill Lynch to Launch National Marketing Campaign
Merrill Lynch to Launch National Marketing Campaign
Apr 19, 2001
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1 Min Read
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Industry News & Trends
Merrill Sells Herzog's Retail Division
Merrill Sells Herzog's Retail Division
Apr 19, 2001
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1 Min Read
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Industry News & Trends
Levitt Warns Public About Brokers, Congress
Levitt Warns Public About Brokers, Congress
Apr 19, 2001
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3 Min Read
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Industry News & Trends
Lockwood Preparing to Launch MAX to Compete With Mutuals
Lockwood Preparing to Launch MAX to Compete With Mutuals
Apr 19, 2001
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2 Min Read
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Industry News & Trends
Consolidation of Firms to Continue, SIA Says
Consolidation of Firms to Continue, SIA Says
Apr 18, 2001
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2 Min Read
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M&A
Consultant Organizations IMCA, ICIMC Consider Merger
Consultant Organizations IMCA, ICIMC Consider Merger
Apr 18, 2001
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2 Min Read
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Industry News & Trends
Merrill Drops 800 Brokers During the First Quarter
Merrill Drops 800 Brokers During the First Quarter
Apr 18, 2001
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1 Min Read
byMike Hayes
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Industry News & Trends
Jones’ A-Share Annuities Growing at 20% Annual Rate, Firm Discouraging B-share Products, Reps Say
Jones’ A-Share Annuities Growing at 20% Annual Rate, Firm Discouraging B-share Products, Reps Say
Apr 18, 2001
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1 Min Read
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Industry News & Trends
Raymond James Wants Wick Simmons as Board Member
Raymond James Wants Wick Simmons as Board Member
Apr 18, 2001
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2 Min Read
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Industry News & Trends
AEFA’s New Broker Platforms Hurting Results
AEFA’s New Broker Platforms Hurting Results
Apr 17, 2001
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2 Min Read
byTom Nelson
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Industry News & Trends
First Union Securities Will Become Wachovia Securities
First Union Securities Will Become Wachovia Securities
Apr 16, 2001
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3 Min Read
byMike Hayes

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