Jeffrey Carson Joins Diversified Trust’s Nashville Office as Senior Vice President
February 01, 2018 08:30 ET
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Diversified Trust
NASHVILLE, Tenn., Feb. 01, 2018 (GLOBE NEWSWIRE) -- Diversified Trust, an independent comprehensive wealth management firm, recently welcomed Jeffrey Carson, JD, LLM, CWPA, as a Senior Vice...
SECU Helps Nearly 34,000 Members with Estate Planning Needs
August 07, 2017 11:48 ET
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State Employees' Credit Union (SECU)
RALEIGH, N.C., Aug. 07, 2017 (GLOBE NEWSWIRE) -- In 2011, State Employees’ Credit Union (SECU) debuted its Estate Planning Essentials Program to provide an affordable option for members needing...
SKY Valuation Launches with Valuation, Forensic Accounting, and Litigation Support Services
February 03, 2017 12:24 ET
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MiddletonRaines+Zapata, LLP;SKY Valuation
HOUSTON, TX--(Marketwired - February 03, 2017) - Parent company MRZ (MiddletonRaines+Zapata, LLP) is excited to announce the launch of SKY Valuation, a practice offering valuation, forensic...
New Survey from Foundation Source Shows How Donors Engage Their Families in Their Private Foundations
June 02, 2016 08:17 ET
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Foundation Source
FAIRFIELD, Conn., June 02, 2016 (GLOBE NEWSWIRE) -- Foundation Source, the nation’s largest provider of comprehensive services for private foundations, is sharing key findings from a recent...
Foundation Source Names Susan Friedlander Calzone Chief Executive Officer
May 04, 2016 08:15 ET
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Foundation Source
FAIRFIELD, Conn., May 04, 2016 (GLOBE NEWSWIRE) -- Foundation Source, a firm that sets up and provides outsourced services to private foundations, today announced that Susan Friedlander Calzone has...
Strauss Troy Adds Two Attorneys Houston & Kinder To Tax and Estate Planning Practice Group
August 03, 2015 11:56 ET
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Strauss Troy Co., LPA
CINCINNATI, OH--(Marketwired - August 03, 2015) - Strauss Troy, one of Greater Cincinnati and Northern Kentucky's leading law firms, announced that Jan Houston and Kenneth Kinder II have joined the...
Moses & Singer LLP Awarded Asset Protection Law Firm of the Year by Finance Monthly Magazine
April 16, 2015 10:28 ET
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Moses & Singer LLP
NEW YORK, April 16, 2015 (GLOBE NEWSWIRE) -- Finance Monthly Magazine named Moses & Singer LLP "Asset Protection Law Firm of the Year - USA." The Finance Monthly Law Awards recognize law firms...
Perspecta Trust Awarded "Best Independent Trust Company"
March 17, 2015 10:00 ET
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Perspecta Trust LLC
HAMPTON, N.H., March 17, 2015 (GLOBE NEWSWIRE) -- Perspecta Trust announced today that it has received the award for Best Independent Trust Company as determined by industry judges representing the...
Moses & Singer LLP Attorney Gideon Rothschild Leads Panel at Heckerling Institute on Domestic Asset Protection Trusts
January 22, 2015 15:22 ET
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Moses & Singer LLP
NEW YORK, Jan. 22, 2015 (GLOBE NEWSWIRE) -- Moses & Singer LLP attorney Gideon Rothschild, chair of the firm's Trusts & Estates and Asset Protection practice, led a panel discussion at the University...
Perspecta Trust Named as Finalist for Family Wealth Report Award
January 21, 2015 10:15 ET
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Perspecta Trust LLC
HAMPTON, N.H., Jan. 21, 2015 (GLOBE NEWSWIRE) -- Perspecta Trust announced today that it has been named as a finalist to receive the Family Wealth Report Award in the Independent Trust Company...