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Thorny Issues under the Ohio Uniform Prudent Investor Act for Trustee-Owned Life Insurance: Working Toward Relief

1/1/2010 - A client comes into your office and says that his financial planner has analyzed his estate liquidity needs and concluded (prudently) that... more

Thorny Issues under the Ohio Uniform Prudent Investor Act for Trustee-Owned Life Insurance: Working Toward Relief

7/1/2009 - Imagine this typical scenario. A client comes into your office and says that his financial planner has analyzed his estate liquidity needs... more

The Insurable Interest Rule: Who Kicked the Slumbering Bear-and Did it Wake Him Up?

7/1/2006 -

Estate planners and others have for years gone blissfully along in their planning for families and business owners, devising... more

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