Networks - PFTC

Warner Norcross + Judd
Wednesday, July 20, 2022

Serving as a trustee for your family can be a valuable experience for you, while also providing an important service to your family.

Waller Lansden Dortch & Davis
Thursday, July 14, 2022

For families with significant wealth, a new IRS Revenue Procedure could result in millions of dollars in tax savings. The procedure makes the Deceased Spouse Unused Exclusion available up to five years after the death of the first spouse of a married couple.

Thursday, July 7, 2022

Selecting the right trustee is one of the most important decisions a grantor will make. The role of trustee has evolved significantly over the 21st century, and today’s trustee needs to recognize that a trust is rooted in a human relationship, not just a legal one.

Waller Lansden Dortch & Davis
Wednesday, June 29, 2022

With increasing interest rates, the Treasury Department's recent publication of long-awaited proposed regulations will change the life-expectancy factors used in life expectancy-based estate planning.

Baker Tilly
Tuesday, June 28, 2022

Many affluent parents have concerns about the impact a significant inheritance could have on their children. If you're not ready to give the bulk of your estate to charity but you are concerned about the potential impact of inherited wealth on your children, there are other options.

Willow Street Group
Wednesday, May 25, 2022

A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other activity.

Wilmington Trust
Monday, May 16, 2022

Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating.

Waller Lansden Dortch & Davis
Tuesday, May 3, 2022

New regulations proposed by the IRS seek to address the basic exclusion amount for estate and gift taxes which was doubled in 2017 under the Tax Cuts and Jobs Act. The doubling of the exemption is scheduled to sunset on January 1, 2026.

Waller Lansden Dortch & Davis
Monday, May 2, 2022

Over the past decade, the Tennessee legislature has taken significant actions to provide a more practical statutory framework for trust administration.

Baker Tilly
Monday, February 21, 2022

Compound growth over time—uneroded by taxes—is key to amassing substantial wealth, and that’s where dynasty trusts come in. It’s designed to minimize taxes over multiple generations.