Results for "trusts"

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Adviser movement heats up the dog days of summer

August 15, 2014

It was a week of departures in the adviser space. LPL Financial saw more high-level turnover as its chief market strategist, Jeffrey Kleintop, heads to the Charles Schwab Corp. Firms' ability to tell when one of their brokers is on the verge...

Publication of Robin Williams' trusts highlights privacy concerns

August 14, 2014

One key estate and trust lessons is in store in light of the late Robin Williams' trust documents ending up all over the Internet: Privacy is everything. News of Mr. Williams' death at age 63 hit the web Monday evening. It didn't take long for...

This week's top stories for advisers

August 1, 2014

As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention. Variable annuities took center stage, but for all the wrong reasons. LPL Financial had to fork over a hefty settlement...

Clintons shine spotlight on tax strategy that splits a house in two

June 27, 2014

An oldie-but-goodie tax strategy is back in the limelight thanks to the Clintons' much-publicized attempts to soften the blow of estate and gift taxes. The qualified personal residence trust is back. Bill and Hillary Clinton are making headlines...

Sting and other wealthy celebrities don't want money to ruin their kids

June 23, 2014

Rock musician Sting yesterday joined a chorus of wealthy people such as Warren Buffett who don't want affluence to ruin their kids' chances at a fulfilling life. He told the Daily Mail, a British news outlet, that he worries that too large an...

Clintons jump through financial planning loopholes to dodge estate taxes they support

June 17, 2014

Bill and Hillary Clinton write the book on how to shrink the size of an estate for tax-saving purposes. These are the same Clintons who support estate taxes for everyone else. Awkward. Financial planning strategies benefitting the top 1% Commission-hungry...

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...

Once-mighty nontraded REIT sponsor Inland Real Estate Investment Corp. plots a comeback

March 2, 2014

Nontraded real estate investment trusts are booming, but Inland Real Estate Investment Corp., which led all its competitors just six years ago, is no longer much of a force in the industry. Inland's two biggest nontraded REITs have performed...

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...

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