Results for "trusts"

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Too much of a good thing

May 4, 2014

It is easy to get caught up in a good thing, and for financial advisers, the risk of doing that cannot be overstated. Take the nontraded real estate investment trust business, for example. Last year, independent broker-dealers sold $20 billion...

Nontraded REIT returns: Where to put cash now?

April 27, 2014

The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded...

He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

February 20, 2014

Actor Philip Seymour Hoffman may have left his partner and mother of his three children with a multimillion-dollar tax bill. Such are the findings of estate planning experts who've had a chance to peruse the late actor's will, which was signed...

Michael Jackson vs. IRS: Thriller battle over value of the estate

February 13, 2014

A bitter court battle between Michael Jackson's estate and the Internal Revenue Service spotlights a major problem for clients who are rich and famous: placing a value on intangible assets. Mr. Jackson, who died in 2009, is once again front-and-center...

Brokers' job to explain nontraded REITs

February 9, 2014

Finra last week took welcome steps to shed much-needed light on nontraded REITs. But, quite frankly, the changes being proposed should be information already being conveyed to investors by their brokers. Nontraded real estate investment trusts...

Secrets for successfully decanting trusts

January 14, 2014

What do you do when you have an irrevocable trust in a state with hefty income taxes or weak creditor protection laws? Create a new one in a new jurisdiction. Decanting an irrevocable trust is an estate-planning technique that's picking up steam...

10 reasons to consider decanting an irrevocable trust - Decanting trusts: an underused technique

December 2, 2013

Decanting trusts – the act of distributing assets from an old trust to a new one with more favorable terms — is a practice that’s catching the attention of estate planners and attorneys. “I had a revelation about six weeks ago that this...

Portability election emerges as new locus of estate planning

November 22, 2013

Though the estate tax exemption has been set at $5.25 million, a new area of estate planning is emerging for clients: portability election. Congress made the election of portability of a deceased spouse's unused exclusion amount permanent as...

Inside the ownership of 11 big nontraded REITs - Nontraded REIT ownership: by the numbers

November 14, 2013

Just how much skin do insiders and managers of nontraded REITs actually have in the game? Courtesy of SNL Financial, here is a look at the biggest shareholders of beneficially owned common stock at 11 of the hottest nontraded REITs. Also included...

SEC examiners 'are gunning for you'

November 11, 2013

Make no bones about it -- the Securities and Exchange Commission is “coming to get you," securities lawyer Thomas Giachetti told financial advisers at the Schwab Impact conference Monday. He used to be able to make many adviser exam issues...

The often-overlooked benefits of a trust protector

November 10, 2013

The use of trust protectors is likely to increase as financial advisers recognize their potential benefits. A standard feature in offshore asset protection trusts, they're found less frequently in the domestic variety but could be a smart move...

Brash REIT boss hires his opposite

September 8, 2013

By hiring Larry Roth to run his broker-dealer, Nicholas Schorsch, the hard-charging nontraded-REIT kingpin, has tapped a refined, white-shoe executive known for working quietly behind the scenes to get deals done. Mr. Roth is joining a team...

Rethinking life insurance for gays

September 8, 2013

In the wake of an IRS ruling and the Supreme Court's repeal of a key provision of the Defense of Marriage Act, financial advisers are beginning to rethink the role of life insurance in same-sex couples' trust and estate plans. Last month, the...

Drastic changes to tax and estate planning for same-sex couples

August 30, 2013

Certified public accountants, tax attorneys and financial advisers will want to revisit their estate-planning techniques for same-sex couples now that the Treasury Department and the Internal Revenue Service recognize these marriages for federal...

Take Five: REITs act as hedge

August 25, 2013

Rising interest rates are a looming reality that will have a negative impact on virtually every financial instrument, but at least in the case of real estate, there is some hope for a hedge, according to Marc Halle, manager of the $2.3 billion...

Is renouncing U.S. citizenship financially favorable?

August 12, 2013

An increasing number of Americans have decided the cost and hassle of hanging on to their citizenship is too taxing, according to federal data; and this certainly deserves advisers' attention. About 1,800 people renounced their American citizenship...

W.P. Carey joins nontraded-REIT liquidity conga line

August 11, 2013

Another sizable nontraded real estate investment trust has plans to move toward a liquidity event this year, making it at least the sixth such REIT to announce or transact such a deal so far in 2013. W.P. Carey Inc., a traded REIT, said last...

Alts require due diligence

August 11, 2013

Financial advisers must demand first-class due diligence and analysis on the bevy of alternative investments flooding the independent-broker-dealer and registered investment adviser marketplaces. Indeed, last week's news of fraud allegations...

Optimizing the use of GRATs

July 21, 2013

The interest rates that are prevalent when financial advisers establish a GRAT for a client have a great effect on how much money can be transferred tax-free to the client's children. The grantor retained annuity trust is a very popular vehicle...

B-Ds taking a break from nontraded REITs

July 21, 2013

Even as sales of nontraded real estate investment trusts skyrocketed in the first half of the year, regulatory concerns have arisen, causing broker-dealers to take a harder look at what they've been selling. Last week, three independent broker-dealers...

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