Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. Featured Speakers Miranda Carr serves as the chief investment officer at The Trust Company […]
The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself […]
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often […]
There’s a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate […]
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests […]
