Most Recent Trust Services for Estate Planning Articles

Trusts, Pt. 2: When should they be used?
Article By Hale Stewart
April 26, 2012

Power to substitute insurance policy in trust
Article By Julius Giarmarco
January 2, 2012

The growing problem of elder abuse
Article By Patricia Grace
December 9, 2011

Recent bankruptcy case a blow to DAPTs
Article By Julius Giarmarco
November 15, 2011

Unmarried couples have to start thinking like married couples
Article By James R. Veal
September 22, 2011

Fractional interest transfers of life insurance
Article By Julius Giarmarco
September 12, 2011

How will the new debt limit bill affect the gift and estate tax?
Article By Julius Giarmarco
August 23, 2011

Non-traditional types of wills, Pt. 1
Article By Connie Fontaine
August 18, 2011

How to pick an asset protection lawyer — key due diligence questions and caveats
Article By Ike Devji
July 20, 2011

Using defined value clauses to avoid unintended gift taxes with hard-to-value assets
Article By Julius Giarmarco
July 18, 2011

The five levels of estate planning — updated
Article By Julius Giarmarco
June 23, 2011

Lifetime gifting opportunities under the Tax Relief Act of 2010
Article By Julius Giarmarco
May 5, 2011

Who's your beneficiary? The role of annuities and life insurance in estate planning
Article By Paul Cross
April 21, 2011

Attention trustees: Are you fulfilling your fiduciary responsibilities and efficiently managing trust owned life insurance?
Article By Ken Godfrey
April 11, 2011

Don't bypass the bypass trust
Article By Julius Giarmarco
March 24, 2011

Spousal lifetime access trusts
Article By Julius Giarmarco
March 8, 2011

Want to gift to your grandchildren? Consider a trust
Article By Patricia Grace
March 4, 2011

Considerations in selecting gifts
Article By Connie Fontaine
February 28, 2011

Using the 2010 Tax Relief Act to attract and help affluent clients
Article By Roccy DeFrancesco
February 14, 2011

The impact of death or disability on the value of a corporation
Article By Ed Morrow
February 1, 2011

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