If a lump sum is 20 percent or less of the amount you have already saved, then invest the entire amount in your existing asset allocation.

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Discussion and questions also centered on Board nomination processes, splitting the CEO and Chairman role, compensation, allocation of political contributions, and amount of legal fees.

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You could maintain your accumulation allocation to stocks and hope for a higher amount in retirement.

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You will have the same allocation issues you would have with owning the funds yourself in attempting to own a precise amount of each of many asset classes.

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The allocation of GST exemption to a transfer or to a trust excludes from the GST tax not only the amount of the transfer or trust assets equal to the amount of GST exemption allocated, but also all appreciation and income on that amount during the existence of the trust.

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