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Webinar: Delaware Trust Advantages for Business Owners

Jeffrey C. Wolken |
My Business
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Wilmington Trust and Family Business Magazine hosted a Delaware trust advantage for business owners webinar on October 10, featuring our own Alvina Lo and Jeff Wolken. The webinar provided a comprehensive look at the special challenges business owners face in structuring estate plans due to their needs for control, flexibility, asset protection, and confidentiality—and how a Delaware trust can be an excellent way to help address these important issues.

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CITs: A Strategic Advantage for Today’s Forward-thinking Retirement Advisors

Corporate & Institutional
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Collective investment trusts, the investment vehicles commonly known as CITs, are no longer the best kept secret in the multi-trillion-dollar U.S. retirement market. In fact, as of 2017, more than one-quarter of the $5.5-trillion in 401(k) assets in this country was invested in CITs, according to research firm Cerulli Associates[1].What are CITs?CITs are pooled, tax-exempt investment vehicles sponsored and maintained by a bank or trust company that also serves as the trustee.

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