Search for: "VALUED ADVISERS TRUST"
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5 Sep 2012, 9:54 am
I trusted them to advise us well so I didn't ask obvious questions like, "is there any reason we can't just let nature take its course? [read post]
5 Sep 2012, 9:54 am
I trusted them to advise us well so I didn't ask obvious questions like, "is there any reason we can't just let nature take its course? [read post]
14 Apr 2018, 9:20 am
“How Can My Training Create Real-World Value? [read post]
17 Oct 2017, 1:43 pm
Some people have been advised, even by attorneys, that unless their estate is over the federal estate tax threshold (about $5,500,000 in 2017) they do not qualify for a Living Trust. [read post]
25 May 2012, 2:54 am
The IRS determined that the value of the estate included those assets and gifts which the decedent had transferred to the trust subsequent to its amendment in January 2001 because the trust's amendment, drafted as an "intentionally defective grantor trust," provided the decedent with too much authority to borrow the corpus or income from the trust without adequate consideration. [read post]
21 Feb 2024, 9:06 am
The Grantor can be the Trustee, but it is not advisable if assets are not marketable securities with clear, ascertainable values. [read post]
24 Oct 2017, 10:55 pm
On July 19, 2017, ARC HT III announced an estimated net asset value (“NAV”) per share of $17.64. [read post]
30 Jan 2024, 3:08 am
Where trustees are gifted discretionary rights, it may be advisable for there to be an independent trustee who would not benefit from the trust, such as a solicitor. [read post]
5 Jan 2024, 5:28 am
Our trust lawyers can advise if any tax planning trusts may benefit your specific situation. [read post]
7 Nov 2013, 2:16 pm
The firm advised her to surrender the insurance policies for their cash value, which she did. [read post]
1 Aug 2010, 8:50 pm
The leader's personal behavior reflects values congruent with employee values. [read post]
1 Aug 2010, 8:50 pm
The leader's personal behavior reflects values congruent with employee values. [read post]
31 Oct 2011, 9:53 pm
The first step is understanding what it means to be a trusted adviser. [read post]
1 Nov 2013, 10:28 am
I recommend working with an attorney who has a trusted network of advisers including a CPA, real estate sales professionals, appraisal professionals, and investment advisers. [read post]
1 Nov 2013, 10:28 am
I recommend working with an attorney who has a trusted network of advisers including a CPA, real estate sales professionals, appraisal professionals, and investment advisers. [read post]
10 Nov 2009, 4:00 am
(I'm skeptical that investors think SEC registration carries any value in the world of private funds.) [read post]
29 Apr 2009, 10:48 am
Terminate the CRT in favor of both the income beneficiaries and the charity based on actuarial values. [read post]
6 Sep 2013, 4:30 am
You get a tax deduction, and you are reducing the value of your estate by the amount of the gift. [read post]
6 Sep 2013, 4:30 am
You get a tax deduction, and you are reducing the value of your estate by the amount of the gift. [read post]
31 May 2024, 9:44 am
Years later, the business appreciates in value, one spouse dies, and the fair market value of the business is $8 million. [read post]
