Advisor News

The Advisor News section is dedicated to ATG Trust Legal Advisors. It is a place where current estate planning issues and news will be shared.

Blog Post List

posted: 06-30-17 | by: alexis


The ATG Trust Company team is proud to welcome our newest trust officer, Shannon James. Shannon has extensive experience working with clients in diverse situations. Her ability to build strong relationships with clients, family members, care managers and attorneys makes her a tremendous asset to the ATG TC team.

posted: 06-28-17 | by: alexis

The Monthly Market Review considers the question, "Is the American economy anemic or Goldilocks lite?" The review examines the 50+ years of American economic growth and contemplate the ramifications of recent evidence that the growth is rate is slowing.


Read more about these and other issues in our Monthly Market Review.

posted: 05-26-17 | by: alexis


Cynthia (Cindy) Tolan, an attorney with more than 15 years experience in estate and trust administration, estate planning, and elder law, has joined the ATG Trust Company as trust officer. 


posted: 04-27-17 | by: alexis

If you receive ATG Trust statements in the mail, you may have noticed something new in your envelope.

posted: 04-27-17 | by: alexis

The Quarterly Economic Outlook begins with a spotlight on corporate tax reform. With the  Republican Party controlling both houses of Congress and the White House, broad-based corporate tax reform if looking like a serious possibility for the first time since the Tax Reform of 1986 during the Reagan Administration. There are several plans being discussed, but the overall direction appears to be a reduction in the proportion of corporate profits subjected to federal taxes. 

posted: 04-27-17 | by: alexis

More and more financial institutions are not willing to accept the power of attorney (POA) you draft as part of an overall estate plan. They instead insist that the principal use their own internal POA form. 

posted: 09-27-16 | by: alexis

This month's financial market review discusses whether or not bond investors are prepared for the right risks by taking a look at long term bond yields and alternate preparations. Below is an excerpt from the article.

posted: 09-26-16 | by: alexis

This past week provided some good news for investors.

Markets rallied this week after signals that major central banks will continue current policies which promote growth, the Federal Reserve announced it would leave rates unchanged and jobless claims released looked positive.

Find retail sales figures, US producer and consumer price indices and more in our update by clicking the button below.

posted: 09-21-16 | by: alexis

Properly drafted, a Special Needs Trust (SNT) can preserve government benefits and enhance the quality of life for clients with disabilities. ATG Trust has arranged for Kirsten L. Izatt of The Estate Planning Law Group to give a presentation that will discuss key elements for successful SNT planning: