It also offers the best protection against creditors and lawsuits, again because you have no control over the assets in the trust. But with either type of trust, the assets within it will be distributed to the named beneficiaries in exactly the amount, manner, and timing you specify. ...
Even if their respective firm offers to provide a joint defense, they should think about their own, possibly separate interests. Importantly, FINRA settlement terms and arbitrator decisions generally are not confidential and must be reported for purposes of CRD reporting and FINRA BrokerCheck®. ...
In all cases, the QS optimal strategy offers the best performance, with higher mean, lower standard deviation, and lower shortfall probability, as well as a modest amount of expected surplus cash. Table 3. Base case scenario results. Wealth units: thousands of dollars. Input data provided in ...