NEWS

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 ......

Patrick Alyward Named President of RIC

  OMAHA, NE - RIC (Resource Insurance Consultants) is pleased to announce that effective immediately Patrick Alyward has been promoted to President where he will manage critical functions al......

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......

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......


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