Category Archives: Estate Planner

Couple Sues Estate Planners After Investments Wind Up in Madoff Feeder Fund

Posted on August 10, 2011 by Steve Masterson

So what are the fiduciary issues in this article?  When a professional adviser (e.g., an attorney, CPA, CFP, etc.) directs clients to use a specific investment manager, as well as provide some oversight with regard to the investment manager, does … Continue reading →

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Portability and the Credit Shelter Trust

Posted on August 3, 2011 by Steve Masterson

Great article discussing the pros and cons of the new provisions of the 2010 tax act: Why Portability Isn’t a Cure-All.

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Estate Litigation Epidemic

Posted on August 1, 2011 by Steve Masterson

For those of you in the wealth management arena, this article should get your attention. One of the assertions is that the bulk of estate litigation is the result of mistakes by estate planners. http://estateplanning.wealthcounsel.com/bid/69634/Epidemic-in-Estate-Litigation

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