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Estate Planning Update ( December 1999 )
This update contains the following articles: Make annual exclusion gifts before December 31; Pennsylvania adopts the prudent investor rule; Asset protection trusts; Have you contributed to a Roth IRA or converted from a traditional IRA in the last five years; New legislation changes Pennsylvania Power of Attorney; The total return trust; Rules change on taxability of group term benefits and the supporting organization. -
Avoiding Unsound Investments ( March 2000 )
Every five or ten years, a group of local governments loses a significant amount of money in unwise investments and. -
Investment Boom in Italy's Golden Triangle ( March 2000 )
Lombard, the English-language Italian business magazine, reports (November, 1999) that: "Leading private-equity inv. -
Innovative Uses of ESOPs In Estate Planning For Business Owners ( January 2000 )
Table of Contents I. Introduction II. What Is An ESOP? A. Employee Stock Ownership Plans (ESOP. -
Now That 404(c) Is Here, What Do I Do with It? ( September 1999 )
The Department of Labor issued final regulations under section 404(c) of ERISA at the end of 1992, effective for 1. -
Self-directed Investment Options in 401(k) Plans: Legal and Fiduciary Issues ( September 1999 )
What is a Self-Directed Option? As an extension of the continuing trend toward expanded participant investment . -
Finance in Illinois ( June 1999 )
In almost every session of the General Assembly in recent years, legislation has emerged which requir. -
The Benefits of an Employee Stock Ownership Plan (ESOP) ( June 1999 )
An Employee Stock Ownership Plan ("ESOP") is a defined contribution employee benefit plan that invests primarily in. -
The Nuts and Bolts of Unit Investment Trusts ( June 1999 )
The author acknowledges the substantial contribution of Lita M.Dwight in the preparation of this outline.
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