Trusts and Estates

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• RI lawyer taken into custody in investment fraud Tuesday, 21 May 2013 | 10:43 AM ET

  PROVIDENCE, R.I.-- A federal judge refused Monday to vacate the guilty plea of an estate-planning lawyer accused of using the identities of terminally ill patients to illegally obtain millions of dollars, calling his motion to withdraw his plea bizarre and without merit and ordering him into custody immediately.

• Raymond James invests in training, even as other firms cut back Tuesday, 30 Apr 2013 | 4:54 PM ET

  Raymond James plans to build on a highly successful program developed by Memphis- based brokerage Morgan Keegan, which it acquired last year for $1.2 billion. It will spend more to integrate its plan with Morgan Keegan's model, Paul Reilly, the chief executive of Raymond James, said.

• Failure of China Trusts Sends Ripples Across Industry Thursday, 7 Feb 2013 | 7:26 PM ET

  

  For many trust investors in China, losing money did not even seem to be a real possibility because of the implicit repayment guarantee by trust companies. CaiXin Online reports.

• Cliff fears, tax rises mean payday for tax advisers Thursday, 10 Jan 2013 | 12:59 AM ET

  Jan 10- The imposition of increased U.S. tax rates on the nation's highest earners is expected to provide a mini-bonanza for the army of lawyers, accountants and tax advisers who can devise ways to reduce clients' taxable income.

• US farmers hustle to avoid 'fiscal cliff' blowback Friday, 21 Dec 2012 | 5:23 PM ET

  CHICAGO, Dec 21- As the United States inches closer toward the "fiscal cliff," Iowa farmer Brian Van Meetern is hurriedly selling his grain before year's end and buying a new $50,000 sprayer for his farm.

• Five Questions to Ask Your Adviser About the 'Fiscal Cliff' Monday, 10 Dec 2012 | 11:48 AM ET

  

  How much will the fiscal cliff impact you, and how can you minimize damage to your finances? Here are questions financial advisers are sifting through with clients.