Filed Under:Life Insurance, Life Planning Strategies

Most trust donors retain control of investments

Of the $3.3 trillion assets held in personal trust accounts, about two-thirds is in revocable living trusts.
Of the $3.3 trillion assets held in personal trust accounts, about two-thirds is in revocable living trusts.

Two-thirds of personal trust assets at independent trust companies are held in accounts where donors or their advisors retain discretionary control over investments, according to a new report.

Tiburon Strategic Advisors discloses this finding in a June 2013 study, “Estate Planning: Leveraging Wills, Trusts, Donor Advised Funds, & Foundations to Transfer Assets & Values.” The survey reviews of estate planning objectives, addresses the three historical phases of the estate planning market, defines five estate planning methods and techniques, and makes four predictions for the estate planning market.

Featured Video

Most Recent Videos

Prospects not listening to voice mail? Arrange a phone date

Provided by LIFEHEALTHPRO

Redesigning your phone life is more important than finding the “best words” for a voice mail in today’s culture.

Behind the scenes with Vicki Gunvalson [VIDEO]

Provided by LIFEHEALTHPRO

In this exclusive interview, Vicki Gunvalson shares how she built a $15 million a year annuity business by planning for...

Regulator: Market may need to reinvent LTCI

Provided by LIFEHEALTHPRO

Cioppa says Maine's governor wants to spur the creation of better products.

Dementia: It's more than Alzheimer's

Provided by LIFEHEALTHPRO

An association calls for policymakers to remember lesser-known neurodegenerative conditions.

Related resources

More Resources

Comments

Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Close
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.