Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Tuesday, May 19, 2009
Money Magazine Features Trust Planning
Though its readers' fortunes may have dwindled, Money magazine reportedly aspires to move upscale. Reflecting that aspiration, Rethinking Your Estate Plan features strategies popular with multimillionaires, including bypass trusts, GRATs and CRTs.
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