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 to routine trust administration. Such types of trust property include various types of tangible personal property, various categories of real estate, closely-held business equity, mineral […]

Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday, April 29th to discuss Student loan options that help you differentiate your company in employee recruiting and retention Programs that allow companies to help employees pay down student loans An example of one company that […]

There is 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 planning professionals need to be cognizant of the fact that a trust's situs and governing law, whether as originally established or later validly changed, […]

Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: Importance of retirement plan advisor role Current industry trends on educating and advising plan participants What employees most appreciate from the employee-plan provider relationship Select in-person or virtual participation […]