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Investment Adviser › Investment Management › Estate Planning

Mandelbaum Barrett PC

Protecting the Future: Why the Right Investment Advisor Matters for Special Needs Trusts

Mandelbaum Barrett PC on

Managing a Special Needs Trust (SNT) comes with tremendous responsibility. Trustees are not only tasked with safeguarding the financial future of a beneficiary with special needs, but they must also ensure that trust assets...more

Winstead PC

Trusts as Accredited Investors: Navigating Trusts and Private Market Investments

Winstead PC on

Investments in private markets are rapidly becoming an essential part of a well-rounded investment portfolio, especially for ultra-high-net-worth individuals and families. According to Ernst & Young, the assets under...more

Offit Kurman

Prudent Investing in Uncertain Economic Conditions

Offit Kurman on

The Prudent Investor Rule is a legal principal that requires fiduciaries to act in the best interests of a beneficiary and exercise reasonable care, skill, and caution when making investment decisions, which was codified in...more

Katten Muchin Rosenman LLP

PTC Me ASAP: Estate Planning with Private Trust Companies

Katten Muchin Rosenman LLP on

More and more families are turning to private trust companies (PTCs) for their trusts and estates. Are they right for you?...more

Bowditch & Dewey

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

Bowditch & Dewey on

At this time, unless Congress acts, the current lifetime estate tax exemption amount of $11,580,000 is set to sunset in 2025, which means that in 2026 it will revert to $5,000,000 per person, adjusted for inflation. Many...more

Womble Bond Dickinson

Why, and how, to plan for a very long life

Womble Bond Dickinson on

When creating a long-term investment strategy, you need to think about your goals, circumstances, risk tolerance and liquidity needs. But you should also place considerable weight on one other factor: your projected...more

Chambliss, Bahner & Stophel, P.C.

Choosing an Investment Adviser for a Special Needs Trust

Chambliss, Bahner & Stophel, P.C. on

Trustees of special needs trusts have a duty to properly manage the funds in their care. However, most trustees, especially non-professional ones, are not sophisticated investors and they should not be directly managing the...more

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