Charles Monat Associates: April 2006






PREVIOUS POSTS The business of families Use a will or a trust in estate planning? Therapists Tackle Emotional Burden of Being Rich A Defective But Useful Trust Buffett Backs Estate Tax The Role of Advisors in Charitable Planning and De... Lloyd Blankfein and Ken Moelis on Wall Street Risk... Hong Kong’s millionaires stay ahead of those in Si... Norway's oil fund to grow to $600 bln Now flush, Norway turns tables on Sweden ARCHIVES April 2005 July 2005 August 2005 September 2005 October 2005 November 2005 December 2005 January 2006 February 2006 March 2006 April 2006 May 2006 June 2006 July 2006 October 2006 November 2006 August 2007 September 2007 October 2007 November 2007
	Thursday, April 27, 2006 Wharton Private Equity Review: Finding Value in a Crowded Market In private equity, opportunity can come in the form of distressed companies, wind farms, rapidly developing regions like Asia, or even an artificial stone manufacturer. In this special section -- produced in cooperation with students from the Wharton Private Equity Club -- Wharton faculty and experts from private equity and venture capital firms comment on the investment trends that are shaping the industry. Read more... posted by Charles Monat Associates at 1:53 PM \| 0 comments Trust in Asian REITs Trust Company of Australia (Trust) has unveiled plans to expand into the Asian market by opening offices in both Hong Kong and Singapore in a move to becoming a trustee of real estate investment trusts (REITs). Read more... posted by Charles Monat Associates at 1:51 PM \| 0 comments Using a life-insurance trust If you have a substantial policy that could push the value of your estate above the tax threshold (currently $2 million) you can create an irrevocable life-insurance trust, a legal entity that will own the policy while you're alive and pay the proceeds to the beneficiaries you've designated after you die. A trust works with both cash-value (whole, universal) and term policies. Read more... posted by Charles Monat Associates at 1:47 PM \| 0 comments Friday, April 21, 2006 UK - Should you rip up your will? Up to one million people will be forced to rewrite their wills following radical changes to the taxing of trusts confirmed 10 days ago in the Finance Bill. Read more... posted by Charles Monat Associates at 10:21 AM \| 0 comments Malaysia - The Insurance Annual Report 2005 The insurance industry continued to register positive growth in 2005, buoyed by stronger growth in the general insurance sector. Combined premium income for life and general insurance business expanded by 6.9% to RM23,564.6 million (2004: 17.2% to RM22,041.9 million). The general insurance sector benefited from sustained economic activity and strong private consumption. Read more... posted by Charles Monat Associates at 10:19 AM \| 0 comments Monday, April 10, 2006 UK - Estate planning on hold until new rules clarified The chancellor’s surprise decision to levy tax on commonly used trusts prompted emergency meetings between professional bodies and the government earlier this week in an attempt to prevent the rules being brought in. But it appeared yesterday that little in the legislation had been changed and that the rules would simply flesh out the proposals. Read more... posted by Charles Monat Associates at 6:56 PM \| 0 comments Thursday, April 06, 2006 Are Commodities Futures Too Risky for Your Portfolio? Hogwash! Everyone uses commodities such as wheat, cocoa, crude oil, butter, coal and electricity. But most investors know that speculating on commodities in the futures markets is only for the pros, and no sensible amateur would bet his retirement or college funds on sugar, silver, orange juice or feeder cattle. One of the most infamous commodities investments, pork belly futures, is shorthand for "how to lose your nest egg in the wink of an eye." Read more... posted by Charles Monat Associates at 12:32 PM \| 0 comments Tuesday, April 04, 2006 Careful planning can alleviate business succession difficulties Although more than 10 million U.S. businesses are family-owned, 80 percent to 90 percent do not pass on to the next generation, and they rarely reach the third generation. Read more... posted by Charles Monat Associates at 8:47 AM \| 0 comments
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