Trusts

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  1. Articles

    Dynasty trust planning: a tax-efficient way to manage wealthy families' assets

    It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.

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    Publicly traded home-rental firms suffer stock declines as investors grow impatient

    Landlords backed by private equity shop Blackstone and others avoid capital markets.

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    Hotels owned by Schorsch's nontraded REIT found to be in disrepair

    Safety and maintenance issues found at five hotels owned by American Realty Capital Hospitality Trust.

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    Guggenheim adds real estate to its smart beta lineup

    Guggenheim Investments is staking its claim to the S&P 500 Equal Weight Real Estate Index with a smart beta ETF that tracks the two-month-old sector benchmark. The Guggenheim S&P 500 Equal Weight Real Estate ETF (EWRE), is the firm's 15th equal-weighted ETF, and it is the first smart beta ETF

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    Schorsch and ARCP/Vereit in legal fight for millions

    Vereit, formerly ARCP, received a request to redeem millions worth of “operating partnership” units from affiliates of its former manager run by Mr. Schorsch.

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    ETFs for yield-starved investors getting squeezed by rising short-term rates

    REM and other mortgage REIT ETFs are offering juicy yields but those yields are already getting squeezed as short-term interest rates rise in anticipation of a rate increase from the Federal Reserve.

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    VEREIT, formerly American Realty Capital Properties, plans to cut holdings by $2.2 billion

    REIT looking to lower exposure to noncontrolled ventures, noncare assets, restaurants and certain buildings by the end of 2016.

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    When looking to preserve clients' capital, consider alternatives

    The potential benefits — and pitfalls — of using alternatives to diversify a portfolio focused on capital preservation.

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    Could Bobbi Kristina Brown have been better protected by Whitney Houston's estate?

    Estate planning lawyers say 19-year-old will left pop star's daughter unprotected.

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    Donald Trump's investment portfolio a messy hodgepodge: advisers

    Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. (See the top five fund companies holding Mr. Trump's money.)

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    MLPs yield headaches for advisers who bought them for income

    Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

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    Portability is an area where investors need advice

    With final rules out just last month, portability is an area of tax planning in which wealthy clients need help from financial advisers.“Portability is a game-changer that has not fully seen the impact on planning,” said Dennis Belcher, a partner at McGuireWoods, at the AICPA Estate Planning

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    Royal Alliance to pay $1.4 million over nontraded REIT, VA sales

    Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.

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    BlackRock warns of stock-bond correlation, suggests illiquid real estate

    Chief investment strategist says liquid investments are being challenged to offer competitive returns.

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    Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

    The proliferation of digital platforms puts added emphasis on due diligence.