Jerry Cooper

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Posts by Jerry Cooper

More Boomers Crack 401(k), IRA Nest Eggs to Start Own Businesses

FebruaryAmerica/New_YorkbSun, 27 Feb 2011 15:39:33 +0000000000pmSun, 27 Feb 2011 15:39:33 +000011 27, 2011 - 3:39 p02

Tags: Baby Boomers, Burly Bear Promotions, Center for Retirement Research, John Mickey, Merrill Lynch, retirement planning, ROBS, rollover business startups
Posted in News | 1 Comment

Must-Have Gadgets for Trust Advisors

Jpm1000000pmSun, 09 Jan 2011 20:18:35 +000011 9, 2011 - 8:18 p01

Tags: 3-D iPad, 3-D iPhone, advisor technology, Apple, Atrix 4G, CES 2011, Chris Matthews, Chris Matthews at CES, Consumer Electronics Show 2011, elocity, Flexoptics, Junxure, Maria Bartiromo, Maria Bartiromo at CES, Motorola Atrix, Redtail Technology, technology for financial advisors, technology for wealth managers, Toshiba, wealth management technology
Posted in News | 1 Comment

Advisors Predict Obama Tax Deal Will Hurt Trust Business

SunAmerica/New_York2010-12-12T13:49:59+00:00America/New_York12bAmerica/New_YorkSun, 12 Dec 2010 13:49:59 +0000 12, 2010 - 1:49 p12

Tags: Darlynn Morgan, David Diamond, estate tax, estate tax deal, estate tax in 2011, Financial Marketing Associates, future of the estate tax, GRAT, martin shenkman, QTIP trust, Richard Nenno, Steve Leimberg, Tony Barnard, Wilmington Trust
Posted in News | No Comments

Trust Firm Pulls in $70 Million with “Directed Trusts Made Simple” Campaign

-05002010-10-07T10:00:22+00:00312010bAmerica/New_YorkThu, 07 Oct 2010 10:00:22 +0000 7, 2010 - 10:00 am10

Tags: Christopher Holtby, Directed Trusts, Dynasty Trusts, Wealth Advisors Trust Company
Posted in News, Sales and Marketing | No Comments

Don’t Count on Hawaii’s New Trust Law to Attract the Super-Rich

PM00000030000004931 21, 2010 - 3:27 p08

Tags: asset protection, Bank of Hawaii, DAPT, domestic asset protection trusts, Ethan Okura, Hawaii, Lesley Brey, Moses & Singer, Roz Baker, Steve Oshins, Tiger Woods
Posted in News | 2 Comments

Steinbrenner Heirs Face Uphill Battle to Win $600 Million Estate Tax Loophole

J000000Saturday10 17, 2010 - 11:24 p07

Tags: Bernard Sanders, Dan Duncan, estate tax, George Steinbrenner, Philip Kavesh, William Ahern
Posted in News | 5 Comments

The Trust Advisor Blog Offers Something New

J0000006America/New_York 22, 2010 - 6:25 p06

Tags: advisory firms, technology firms, trust advisors, trust banks, trust companies
Posted in News | Comments Off

New SEC Custody Rule Boon for Directed Trust Providers

MarpmFri, 19 Mar 2010 18:02:15 +00002010-03-19T18:02:15+00:0006 19, 2010 - 6:02 p03

Tags: Christopher Holtby, custody, custody rule, david newkirk, Directed Trusts, mari-anne pirsarri, registered investment advisors, sec, South Dakota, steve austin, Wealth Advisors Trust Company
Posted in News | No Comments

Colorado Bank to Restart its Texas Trust Company in South Dakota

FebruaryAmerica/New_YorkbFri, 12 Feb 2010 18:00:32 +0000000000pmFri, 12 Feb 2010 18:00:32 +000010 12, 2010 - 6:00 p02

Tags: Advisors Institutional Services, Compass Banchares, David Kirch, Jon C Walls, KeyBank, Scott T Wetzel, South Dakota Division of Banking, Sterling Trust Company, United Western Bancorp, Uunited Western Trust Company, UW Trust Company
Posted in News | No Comments

Are Directed Trusts Too Good to Be True?

FebruaryAmerica/New_YorkbFri, 05 Feb 2010 18:00:08 +0000000000pmFri, 05 Feb 2010 18:00:08 +000010 5, 2010 - 6:00 p02

Tags: Advisory Trust of Delaware, BNY Mellon Wealth Management, Bruce Stone, Capital Trust of Delaware, Charles Schwab & Co, Directed Trusts, Fidelity Investments, Jeffrey Lauderbach, Joan Crain, Lawyers USA, Leo Strine, Lester Law, Reliance Trust Company, Richard Nenno, Santa Fe Trust, Scott Robinson, Section 808(b) of the Uniform Trust Code, South Dakota, Wealth Advisors Trust Company, Wilmington Trust, Wyoming
Posted in News | No Comments

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