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May 6, 2019

ESG Investing

ESG investing has come into focus in recent years as a new means of analyzing the capital markets for investors looking to align their portfolios with their own personal values.  In this post, we’ll discuss what ESG means, some examples…

April 14, 2019

When to Consider Decanting a Trust to a Special Needs Trust

Trusts created under Wills are created for the benefit of a beneficiary after the Grantor passes.  These Trusts are meant to help support the beneficiary, oftentimes the Grantor’s children, after the Grantor’s passing to help ensure that their needs are…

February 19, 2019

Observations from the ABA Wealth Management and Trust Conference

On Feb 10-12, I attended the ABA Wealth Management and Trust Conference in San Francisco, and thought I would share some observations and key points from some of the sessions I attended: On the regulatory front it is always interesting…

February 4, 2019

Decanting – It’s Not Just for Wine Any Longer

In a recent article by Barbara Danberg, Esquire (see full article on our website under News) she discussed some of the beneficial reasons to decant a trust.  In short, decanting can be a powerful tool in the trustee’s arsenal.  A…

January 22, 2019

2018 Global Market Recap

2018 was an interesting and volatile year for capital markets to say the least.  US Equities posted their first negative calendar year return (S&P 500 declined 4.4%) after 9 consecutive years of positive performance.  It was a bumpy ride to…

January 2, 2019

January 2, 2019

Welcome to the inaugural First State Trust Company (FSTC) blog!  This is the first of what I hope are many posts to our site that will be informative, instructive, educative and interesting.  The blog is meant not only to be…

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