Trustees and Beneficiaries


2016 Year-End Tax Digest
Plante Moran
From a tax perspective, 2016 was a relatively calm year. But this relative calm shouldn't create complacency. Instead, it creates two significant opportunities for year-end planning. First, you
Common Reporting Standard Considerations for FATCA-Compliant Trusts
Kozusko Harris Duncan
The Foreign Account Tax Compliance Act (FATCA) is in full swing. Non-US financial institutions have completed reporting of US account holders for tax year 2014 and will soon begin compiling for their
The Advisor Insights 2016 Q4
Atlantic Trust Private Wealth Management
For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S.
Asset Protection at a Glance
Atlantic Trust Private Wealth Management
Asset ownership, insurance, irrevocable trust, limited liability entities, and asset protection trusts are key vehicles when it comes to protecting your assets. Having an overview of what is
Preserving Family Wealth
Atlantic Trust Private Wealth Management
Asset protection follows the continuum of life’s events, reflecting the changes that individuals, families, careers, businesses and wealth undergo. Within the wealth spectrum, a simple way of
Basic Lifetime Giving at a Glance
Atlantic Trust Private Wealth Management
Lifetime gift planning can include gift to spouse, annual exclusion gift, UTMA accounts, 2503(c) Trust, funded Crummey trust, 529 plans, payment of tuition and medical expenses, gift to irrevocable
Understanding Alzheimer's Disease: From Science to Wealth Planning
Lee Miller and Dr. Richard Mayeux
Physical and cognitive changes are a natural part of the aging process, and in the case of Alzheimer’s disease—the sixth-leading cause of death in America—individuals and families
Ten Questions to Ask When Hiring An Estate Planning Attorney
Kim Kamin
When evaluating possible estate planning counsel, there are many variables to consider such as educational background and professional experience, skills, and review process. To help you determine if
Estate Planning for Beneficiaries with Special Needs
Robert M. Freedman, Esq. and Frances M. Pantaleo, Esq.
Everything is more complicated for families with a loved one with a disability. From finding the right doctors, the right schools and obtaining necessary therapies and services. Nothing is easy.
Oversight and Governance of the Trust Company
You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that