TRUST ASSET CONSULTANTS | 1121 Olivette Executive Parkway, Ste 200 | St. Louis, MO| 63132
Trust Asset Consultants
Articles ACTEC Journal Trustee Administration of Life Insurance, (Part 1 of 4), 2006 Standards of Prudence and Management of the Insurance Portfolio, (Part 2 of 4), 2006 Evidencing Care, Skill and Caution in The Management of ILITs, (Part 3 of 4), 2006 ILIT Asset Management: The Written Investment Policy Statement, (Part 4 of 4), 2006 Protecting Beneficiary Interests Institutional Life Insurance - A more Suitable Investment Management Container for Affluent Individuals and ILIT Trustees, 2015 The Need for a Fresh Look at ILIT Fiduciary Practices, 2014 How to Relieve the Plight of Unskilled ILIT Trustees Unfamiliar with their Duties, 2014 Who is Protecting an ILIT Beneficiary's Interests Part 1, 2012 Who is Protecting an ILIT Beneficiary's Interests Part 2, 2012 TaxFacts Online The Importance of Monitoring and Evaluating Life Insurance, February 2014 The Importance of Developing and Documenting a Prudent Risk Management Process, March 2014 The Importance of Getting it Right, April 2014 The Lapsing Policy Crisis - The Need To Do Something, April, 2014 Product Suitability The Needed Fresh Look for TOLI, May 2014 Limited Duty Arrangements Tax Trap when ILIT Trustee Disclaims Policy Selection Responsibility, 2006 Crummey Powers Tax Trap, 2005 Regulators OCC Unique and Hard-to-Value Asset Handbook, August 2012 OCC Unique and Hard-to-Value Asset Handbook, August 2012 (Life Insurance Excerpt) Licensure Requirement for Insurance Consulting, New York Insurance Dept, January 2008