ADVISOR NEWS

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.

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:

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.

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.

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.

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.

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.