When attorneys draft trust documents, it's important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary changes. Despite our clients' and our belief in crystal ball prognosis, these situations...
When establishing a new private foundation, one of the toughest questions the founders should answer is, Who will run the foundation after we're gone? Perhaps because it's a difficult question, some founders decide to defer the answer sometimes...
Ultra high-net-worth entertainers, film and television personalities and professional athletes (celebrities) require specialized estate and asset protection planning. In the past year, the media has been inundated with stories about the commercial...
Much has been written about modern multi-participant trust governance structures (sometimes called open-architecture trust designs) and evolving principles of state trust law related to directed trusts.1 The directed trust model threatens to...
In our second IBD Report Card, we examine the grades advisors gave their firms, and offer a look at one major trend that will shape the indie landscape in the next few years: consolidation.
Prudential Investments has named Stuart Parker as president, succeeding Judy Rice, who will retire at the end of 2012. Rice is serving as chairman of Prudential Investments until her retirement. Parker has served as head of retail distribution for...
Poll shows dissatisfaction across many asset classes in 2011.
Edward J. Kohlhepp Sr. and Edward J. Kohlhepp Investment Advisors.
Tom Bradley President, TD Ameritrade Institutional
