TITLE

Clients with Trusts: How Planners Stay in the Game

AUTHOR(S)
Opiela, Nancy
PUB. DATE
July 2001
SOURCE
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p56
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Discusses how financial planners can maintain an influence over the assets of their clients who created trusts for their assets. Creation of an advisor-owned and advisor-controlled trust company such as the National Advisors Trust Company; Importance of maintaining relationships with independent trust companies; Significance of educating family members who will serve as trustees about their duties.
ACCESSION #
4806289

 

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