Tag: Trustees

On Watch – June 2020

The latest edition of On Watch is now available for download. This issue features articles about appointing a corporate executor or agent, summer financial literacy classes and activity ideas for kids of all ages, and medical directives and other basic estate planning documents. Contributors to this issue are Phyllis L. Joe, JD, LLM, Lissa S….

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POSTED IN: Administration, Estate Planning, On Watch, Planning

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On Watch – April 2020

The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A….

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – February 2012

In this issue:
“Miscalculating Portfolio Liquidity—A Lesson Learned from 2008” by D. Fort Flowers, Jr., CFA
“How to Be a Great Trustee” by Leslie Kiefer Amann, JD
“Understanding Roles and Responsibilities in Family Businesses” by Ross W. Nager, CPA

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On Watch – August 2010

In this issue:
“The 10 Deadly Sins in Estate Planning” by Ross W. Nager, CPA
“Truths for Trustees” by Leslie Kiefer Amann, JD
“Real Estate Opportunities: Putting the Pieces Together” by Bruce L. Swanson, PhD
“Conflicts of Interest—Eliminate or Illuminate?” by Anthony J. DeToto

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POSTED IN: Administration, Estate Planning, Investments, On Watch

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