NEWS

A Trustee’s Guide: How to Manage TOLI When Your Clients Suspend Premium Payments Copy

More than 40% of the trust-owned life insurance policies RIC reviews each year are identified as being inadequately funded—either lapsing prior to maturity or maturing with a significantly reduced death benefit......

Should You Replace a Life Insurance Policy in an ILIT – What Trustees Need to Know

The life insurance industry continues to innovate, offering a wide spectrum of life insurance policies to consumers. Some life insurance companies may trend away from selling certain traditional......

The Impact of a Partnership Return (Form 1065 & Schedule K-1) on the Value of a Closely Held Entity

As we visit with fiduciary industry professionals, we often hear that a partner’s Schedule K-1 (from Tax Form 1065) is relied upon as the source of value for a closely held business interest held within a trus......

Life Settlements Within the Fiduciary World

We hear it all the time from Trustees managing ILITs. Your client no longer wants that life insurance policy they took out years ago for estate planning purposes. The original reason for the policy is no longer ......

Are Your “Will File” or Future Fee Clients Getting the Attention They Deserve

The “Will File” has been in existence since the inception of the Trust Agreement in the late 1800’s.  There are various phrases for the Will File such as “Future Fee Client Database”, “Group of U......

Unique Asset Exam Survey Results Regarding Closely Held Assets

We have received feedback from numerous clients that examiners at all levels have an increased focus on “unique assets” during their fiduciary exams.  Administering these asset types can pose significant cha......


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