ABA Trusts & Investments “Prudent Investor and TOLI” 3-Part Series
Agent's Sales Journal
AICPA Wealth Management Insider
ALI/ABA’s A Practical Guide To Drafting Irrevocable Life Insurance Trusts
Bank Investment Consultant
CCH Group "Do Estate Planning Attorneys Have a Duty to Advise their Client Regarding Trust Owned Life Insurance?"
Empire: The Magazine of Business Innovation
Financial Planning Fiduciary Standards under Dodd Frank
TOLI Case Law Guidance (Parts 1 and 2) in Leimberg Information Services, Inc.
Trust & Estates "A Shot Across the Bow for ILIT Trustees"
@ Regulatory Newsletter from Deloitte