Risk management of trusts with life insurance

被引：0
|
作者：
McGregor, WF [1 ]
机构：
[1] Wells Fargo Bank NA, San Francisco, CA 94163 USA
来源：
BANKING LAW JOURNAL | 2003年 / 120卷 / 02期
关键词：
D O I：
暂无
中图分类号：
F8 [财政、金融];
学科分类号：
0202 ;
摘要：
As banks continue to forge into the insurance arena, unique fiduciary issues have arisen. This article identifies some of the fiduciary issues associated with trusts that have life insurance as an asset and proposes various approaches to mitigate exposure.
引用
收藏
页码：139 / 151
页数：13
相关论文
共 50 条
  • [31] Modeling paid-ups in life insurance products for risk management
    Anaya, David
    Bermudez, Lluis
    Belles-Sampera, Jaume
    RISK MANAGEMENT-AN INTERNATIONAL JOURNAL, 2024, 26 (03):
  • [32] FEDERAL TAXATION OF INSURANCE TRUSTS
    Smith, Allan F.
    MICHIGAN LAW REVIEW, 1941, 40 (02) : 207 - 259
  • [33] TRUSTS OF INSURANCE ON RELATIVES' LIVES
    Mannheimer, Albert
    Wheeler, Henry L., Jr.
    TAXES-THE TAX MAGAZINE, 1949, 27 (05): : 453 - 459
  • [34] IRREVOCABLE LIFE-INSURANCE TRUSTS CAN BE ATTRACTIVE ESTATE PLANNING TOOL
    MOSES, AS
    JOURNAL OF TAXATION, 1963, 18 (04): : 206 - 212
  • [35] CORONARY RISK IN LIFE INSURANCE
    PESTEL, M
    PRESSE MEDICALE, 1969, 77 (37): : 1291 - &
  • [36] Risk Management for Real Estate Investment Trusts in China
    He, Weiming
    Li, Zhongfu
    PROCEEDINGS OF 2010 INTERNATIONAL CONFERENCE ON CONSTRUCTION AND REAL ESTATE MANAGEMENT, VOLS 1-3, 2010, : 791 - 794
  • [37] Insurance, risk management and culture
    Stahel, WR
    GENEVA PAPERS ON RISK AND INSURANCE-ISSUES AND PRACTICE, 2002, 27 (02): : 268 - 274
  • [38] Insurance, Risk Management and Culture
    Walter R Stahel
    The Geneva Papers on Risk and Insurance - Issues and Practice, 2002, 27 : 268 - 274
  • [39] Risk management and insurance.
    Puelz, R
    JOURNAL OF FINANCE, 1999, 54 (03): : 1187 - 1189
  • [40] INSURANCE, RISK IMPROVEMENT AND MANAGEMENT
    SALTHOUSE, RJW
    JOURNAL OF THE INSTITUTION OF WATER AND ENVIRONMENTAL MANAGEMENT, 1989, 3 (01): : 43 - 49
12345