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: 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:

posted: 09-19-16 | by: alexis

The weekly financial market update shows a roller coaster of a week for investors.

U.S. equities opened the week with a strong performance, rallying the most in the previous two months. That rally quickly gave out on Tuesday as the S&P 500 returned to Monday morning levels; since then the week has been mostly flat. That same pattern was repeated with a run up on Thursday, then a retreat on Friday.

Read about the comments from several Federal Reserve presidents that influenced this volatility and more in our update by clicking the button below.  

posted: 09-06-16 | by: alexis

Investors held their breath last week awaiting the release of the August employment report. U.S. stocks and bond yields jumped after the weaker-than-expected employment report was released, but the gains were quickly reversed as investors reassessed the employment data's mixed signal.     

Click the button below to access the update.

posted: 08-17-16 | by: alexis

By: Kathryn Van Eeuwen, President & CEO of ATG Trust Company   


posted: 05-31-16 | by: alexis



Anthony Ferraro continues his popular Medicaid Update series with this program focusing on the changes to Medicaid that went into effect in 2016 and what they mean for you as an estate planning attorney and for your clients. The webinar will take place on June 8th.

posted: 03-15-16 | by: alexis

By Alan R. Press, Attorney

Alan Press is an ATG Trust Member Attorney who wrote the following article. We thought the information was important and asked to share his article with our readers. We hope that you find the following helpful to your practice.

posted: 03-01-16 | by: alexis

Succession and Retirement Planning for Lawyers - 03.09.2016 - Live

Professional Hours: 2.00 - PR/Ethics              Hours: 2.00

Retirement can be a daunting prospect if you aren't prepared. ATG and ATG Trust present a two-hour online program to show you what actions to take to ensure a smooth transition. These experienced guest speakers join us March 9, 2016:

posted: 02-22-16 | by: alexis

This week's financial market update discusses newly released manufacturing data, minutes from the FOMC's January meeting and how it affected global stocks. 

The update looks forward to the second reading of Q4 2015 GDP and sharing other notable economic data which will be released next week.    

Please click the button below to access the update using your ATG Trust user name and password.