http://thetrustadvisor.com Ideas for wealth managers, trust advisors and consultants concerned with marketing and offering trust services, from Jerry Cooper Senior Editor Tue, 07 Sep 2010 15:57:20 +0000 http://wordpress.org/?v=2.9.2 hourly 1 http://thetrustadvisor.com/news/provident/comment-page-1#comment-800 Elaine Tue, 07 Sep 2010 15:57:20 +0000 http://thetrustadvisor.com/?p=2977#comment-800 Do you only create Trusts? Is this an Asset Protection Program? Can I ever be sued by anyone?? Do you only create Trusts? Is this an Asset
Protection Program? Can I ever be sued by anyone??

]]> http://thetrustadvisor.com/news/hawaii-dapt/comment-page-1#comment-795 Asset Protection Attorney Tue, 24 Aug 2010 01:45:54 +0000 http://thetrustadvisor.com/?p=2839#comment-795 I create many asset protection trusts for clients throughout the country. Some are governed by local law, some by an offshore jurisdiction, and some in Nevada, Alaska, Delaware or South Dakota. I would not consider using the laws of Hawaii when better options are available, but I am glad to see the law passed because it strengthens the protection provided by the other states' laws because it is more evidence that a self-settled trust is not against public policy. Asset protection trusts should not be used for unethical purposes or to avoid legal or moral obligations. I create many asset protection trusts for clients throughout the country. Some are governed by local law, some by an offshore jurisdiction, and some in Nevada, Alaska, Delaware or South Dakota. I would not consider using the laws of Hawaii when better options are available, but I am glad to see the law passed because it strengthens the protection provided by the other states’ laws because it is more evidence that a self-settled trust is not against public policy. Asset protection trusts should not be used for unethical purposes or to avoid legal or moral obligations.

]]> http://thetrustadvisor.com/news/uma/comment-page-1#comment-781 Joe Gordon Tue, 10 Aug 2010 10:47:07 +0000 http://thetrustadvisor.com/?p=2742#comment-781 Who needs tax efficiency when most HNW clients have huge tax loss carryforwards? Is the "hook" that you get better risk management, with a rebalance feature, for the buy and hold and hope crowd? Tax overlay is a good theoretical pitch, but, what results has it truly produced? Who needs tax efficiency when most HNW clients have huge tax loss carryforwards? Is the “hook” that you get better risk management, with a rebalance feature, for the buy and hold and hope crowd?
Tax overlay is a good theoretical pitch, but, what results has it truly produced?

]]> http://thetrustadvisor.com/news/uma/comment-page-1#comment-779 Kevin Young Mon, 09 Aug 2010 14:29:40 +0000 http://thetrustadvisor.com/?p=2742#comment-779 Comment regarding UMA’s: UMA’s are  just another way to package something expensive (active management) that doesn't work in a sophisticated sounding structure and sell it to clients that don't know any better.   Comment regarding UMA’s: UMA’s are  just another way to package something expensive (active management) that doesn’t work in a sophisticated sounding structure and sell it to clients that don’t know any better.
 

]]> http://thetrustadvisor.com/news/steinbrenner/comment-page-1#comment-768 Chris Thu, 29 Jul 2010 17:42:55 +0000 http://thetrustadvisor.com/?p=2631#comment-768 Actually, the better way to look at it is the Steinbrenner's have 600 million reasons to fight any retroactivity that comes down the pike which is why given it is almost August 1st and the first Estate Tax returns are due in the near future that retroactictity is a pipe dream. Actually, the better way to look at it is the Steinbrenner’s have 600 million reasons to fight any retroactivity that comes down the pike which is why given it is almost August 1st and the first Estate Tax returns are due in the near future that retroactictity is a pipe dream.

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