NEWS

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......

UPDATE FOR TOLI TRUSTEES: TAX BILL PASSED BY CONGRESS BOOSTS LIFE SETTLEMENTS

Taxation on life settlements has always been a grey area for fiduciaries who decide to sell their client’s life insurance policy for a lump sum payment versus merely letting the policy lapse or be surrendered f......

2017 Year-end Letter to Clients

Dear Valued Clients, As 2017 is coming to a close, tis the season and time to again reach out to thank you for the partnership and show our appreciation of the growing opportunities which come our way, by suppor......

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 Unfun......

Obese Most of His Life, RIC Programmer Runs 40 miles on His 40th Birthday!

We regularly talk about RIC’s DATATRACK™ platform. DATATRACK™ is RIC's secure, web-based software application that provides the tools and functionality to mitigate risk and administer life insurance trusts,......

The Risk of Surviving to Policy Maturity: What Trustees Need to Know

In the past few years, we have had clients approach RIC with questions regarding “maturity date” and “maturity extension provisions” and their significance on life insurance policies. Historically an unse......


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