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Estate Planning
Investing and Managing Trusts Under the New Prudent Investor Rule: A Guide for Trustees, Investment Advisors, and Lawyers
John Train, Thomas A. Melfe
Estate Planning and Wealth Preservation –
Strategies and Solutions (Warren Gorham & Lamont of the RIA Group)
Kathryn G. Henkel
Technical topics condensed in an understandable fashion.
Estate Planning and Taxation 2000
John C. Bost
The choice for many Certified Financial Planner (CFP) Courses.
Managing Family Trusts:
Taking Control of Inherited Wealth
Rob Rikoon, Larry Waschka (Contributor), Robert A. Rikoon
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Free Opinion
Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and
investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm
Shaheen, Novoselsky, Staat, Filipowski & Eccleston
P.C.(www.snsfe-law.com). This Web site contains material
of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
Always consult an attorney and/or investment advisor when building and protecting your wealth.
All content Copyright © 2008 Advocate Capital Management, Inc. except where noted. All rights reserved.
20 North Wacker Drive, Suite 2900, Chicago, Illinois 60606
Telephone: 312-621-4400 | Fax: 312-621-0268
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