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This page is a archive of entries in the Estate Planning +Taxation category from April 2011.

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Estate Planning +Taxation: April 2011 Archives

WHAT WEALTH MANAGEMENT PROFESSIONALS, TRUST OFFICERS AND ESTATE PLANNERS NEED TO KNOW ABOUT TRUST PROTECTORSRichard C. AusnessBaker and Gallion Professor of LawUniversity of Kentucky College of LawI. Introduction.     Financial planners and others who provide professional investment advice work closely with...

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Charitable Gift Annuities: Due Diligence for Advisors


Charitable Gift Annuities: Due Diligence for AdvisorsBy: Sheila A. Hard of Sheila Hard Planned Gift Consulting Charitable gift annuities (CGAs) are a type of planned gift that, by contract, are supposed to pay fixed income for life. Two recent cases...

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