The Investment Policy Statement (IPS) An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives The IPS: An Important Part of the Estate Planning…
In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. This course will benefit independent trustees, attorneys and fiduciaries when working with wealth managers, CPAs, family advisors and insurance professionals.
While you cannot “hide” assets or make them completely unreachable, Jacob Stein will show you how to make it more difficult and expensive for creditors to get to. Jacob will mainly discuss asset protection in our new age of global transparency, utilizing irrevocable trusts & LLCs and protecting specific assets like homes, apartment buildings, cash & crypto.
A global pandemic, a change of administration and major changes to the tax laws… and a trustee’s difficult job becomes even more daunting. This course will benefit attorneys & independent trustees when working with wealth managers, family advisors, CPAs and insurance professionals.
Trustees have a duty to share trust information with beneficiaries. The nature and extent of these duties are determined by state law – but practitioners can deploy certain practice points to ensure fulfilling these duties.
Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.
Peter J. Wall will teach attorneys about the pitfalls trustees face when administering special needs trusts — with a focus on dealing with guardians, conservators & trustees.
A timely & highly informational CLE program in the times of the coronavirus pandemic. Healthcare attorney & nurse Renee Mallet provides an overview on the key issues & terminology of advance care planning so attorneys can help their clients choose the best options for them and their families.
Trusts are very useful because they split the beneficial enjoyment of trust assets from their legal ownership. Irrevocable Trusts with appointed trust protectors are excellent vehicles for income tax planning and asset protection.
A professional Trustee and Executor, Marguerite Lorenz bases this CLE presentation on the life cycle of an estate plan and suggests ways for you to establish and maintain lasting relationships with your estate planning clients.