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ADVISOR NEWS

August Market Review: The 2020 Election

Christopher LaPorta

August 13, 2020

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

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Understanding Obscure Trusts: Land Trusts

Kathryn Van Eeuwen

August 13, 2020

As the landscape of the corporate fiduciary world continues to evolve; and as the demands to increase revenue continue to mount; trust companies may be tempted to expand their offerings and venture into less well-known areas of trust administration. Although there can be economic benefits of engaging in obscure trusts; it is wise to understand some of the pitfalls that might also occur. In this section we discuss land trusts.

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Illinois State Bar Association Trust & Estate Section: Member Spotlight

Maura Mannix

July 27, 2020

The Trusts & Estates Section Council has members from throughout the State of Illinois with a variety of professional achievements, skills, and practices. ATG Trust Company President & CEO was featured in the July 2020 edition of their newsletter. 

 

 

READ MORE Illinois State Bar Association Trusts and Estates Newsletter

Quarterly Market Insight - Second Quarter 2020

Christopher LaPorta

July 21, 2020

Our Quarterly Market Insights publication offers a review of the quarter and also our outlook for the coming months. This publication features a “spotlight” topic and also highlights news in the economy, equities and fixed income asset classes with a focus placed on our outlook for the markets and economy.

READ MORE Quarterly Market Insight - 2020 Second Quarter

Advisory on Imposter Scams and Money Mule Schemes Related to Coronavirus Disease 2019 (COVID-19)

Kathryn Van Eeuwen

July 13, 2020

The Financial Crimes Enforcement Network (FinCEN) is issuing this advisory to alert financial institutions to potential indicators of imposter scams and money mule schemes, which are two forms of consumer fraud observed during the COVID-19 pandemic. 

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Transgender Beneficiaries: In Becoming Who You Are Do You Lose The Benefits Attached To Who You Were?

Ashleigh C. Rousseau

June 18, 2020

Ashleigh C. Rousseau's Note "...explores the implications of not only a name change but also a change in gender for a beneficiary named in a will using their previous identity. Raising a question, may a transgender individual accept their bequest under the will when a decedent names a transgender individual as a beneficiary and uses that individual's birth name and gender?"

READ MORE Read the Note

June 2020 Market Review: Economy and Stock Market Diverging Paths

Christopher LaPorta

June 17, 2020

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

READ MORE Monthly Market Review: June 2020

Understanding Obscure Trusts: Pet Trusts

Kathryn Van Eeuwen

June 15, 2020

As the landscape of the corporate fiduciary world continues to evolve; and as the demands to increase revenue continue to mount; trust companies may be tempted to expand their offerings and venture into less well-known areas of trust administration.  Although there can be economic benefits to engaging in obscure trusts; it is wise to understand some of the pitfalls that might also occur.

READ MORE

Weekly Financial Market Update: May 15, 2020

Christopher LaPorta

May 18, 2020

The Financial Market Update is a weekly publication offering a snapshot of the week's market activity. The Financial Market Update provides an economic and market review of weekly activity within the various asset classes.

READ MORE Weekly Financial Market Update - May 15, 2020

May Market Review: 2020 COVID-19 Recession Projected to be Severe, but Brief

Christopher LaPorta

May 13, 2020

The Market Review is a monthly publication which provides an overview of recent market activity across various asset classes. The Market Review highlights recent economic data and market trends in both the domestic and international markets.

READ MORE May 2020 Market Review