Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We will discuss the unique drafting challenges, liability risks and other issues ...
Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market. Join us to discuss: Benchmarking your plan’s features against industry peers Identifying if plan fees are appropriate for your size Understanding if plan investments are competitive Enhancing your ...
Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive job market. Join us to discuss: Benchmarking your plan’s features against industry peers Identifying if plan fees are appropriate for your size Understanding if plan investments are competitive Enhancing your ...
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2021, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent's estate plan may launch a frontal ...
A provision in a trust instrument saying the trust is irrevocable, or the irrevocable nature of a trust because of the death of the settlor, may, in 2021, be a mere minor impediment to making changes to the trust. Furthermore, a surviving spouse or beneficiaries who are unhappy with the terms of a decedent's estate plan may launch a frontal ...
Have you wondered if deferred savings plans could benefit your organization? Non-qualified plans have long been a staple in Fortune 500 companies, and small and mid-sized companies now are adding them as technology has allowed for more adoption. Join us to discuss: Ways to retain top executives through deferred compensation plans How to improve 401(k) ADP testing with a “401(k) ...
Have you wondered if deferred savings plans could benefit your organization? Non-qualified plans have long been a staple in Fortune 500 companies, and small and mid-sized companies now are adding them as technology has allowed for more adoption. Join us to discuss: Ways to retain top executives through deferred compensation plans How to improve 401(k) ADP testing with a “401(k) ...
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of ...
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of ...
Are you concerned about possible tax increases? Join us to discuss: Where taxes are today Potential changes discussed by Congress Tax provisions scheduled to sunset in the future Strategies you can pursue today Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. ...
Are you concerned about possible tax increases? Join us to discuss: Where taxes are today Potential changes discussed by Congress Tax provisions scheduled to sunset in the future Strategies you can pursue today Select in-person or virtual participation during registration. About Retirement Plan Academy Employers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. ...
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple problems giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this teleconference are ...
