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.
October 14, 2019—The overall direction of the U.S.–China trade conflict is so central to our economic outlook that waiting to hear the outcome of last week’s trade negotiations felt a lot like the acute anticipation of waiting for a new baby to arrive.
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.
