Networks - PFTC

Monday, August 10, 2020

The coronavirus pandemic turned the markets—and our daily routines—upside-down, with much of the world struggling to adjust to a COVID-19 environment.

Willow Street Group
Thursday, August 6, 2020

In the current environment, many families are reevaluating and modifying their fiduciary structures.

Wednesday, August 5, 2020

In light of the current economic downturn and renewed possibility of rising tax rates, there has been a noted increase in the use of grantor-retained annuity trusts (GRATs).

Willow Street Group
Monday, July 13, 2020

When wanting to retain access to the assets in a trust, a Wyoming Incomplete Gift Non-Grantor (WING) Trust can be created. This one-sheeter provides a four-step overview of the WING Trust entity and transaction structure. 

Willow Street Group
Tuesday, July 14, 2020

For families contemplating a liquidity event, anticipatory pre-liquidity planning can greatly improve tax savings when using Wyoming entities, which benefit from modern trust statutes.

Willow Street Group
Wednesday, July 15, 2020

When seeking to preserve the family legacy and wealth, families can create custom-tailored trusts to meet their specific needs and goals.

Friday, July 10, 2020

The CARES Act has brought important tax relief provisions and these, coupled with sophisticated tax planning techniques, are more effective now as asset values and interest rates have dropped.

Friday, July 10, 2020

While many are still managing the COVID-19 crisis, post-COVID-19 action plans are starting to take shape.

Waller Lansden Dortch & Davis
Wednesday, July 1, 2020

The IRS is coming out of its silos.