Networks - PFTC

Aaron Flinn, Waller Lansden Dortch & Davis
Monday, June 3, 2019

Recent statutory changes in Tennessee law has authorized the separation of the traditional trustee roles by allowing for the appointment of a Trust Advisor (also referred to as a Trust Protector) who can have the authority to “direct” an exercise of a power held by the Trustee, including directio

James J. Steffel, Warner Norcross & Judd
Thursday, May 30, 2019

A Domestic Asset Protection Trust (DAPT) provides an opportunity to protect your assets from the claims of third-party creditors, which makes it a powerful tool to enhance your estate plan. Because DAPTs require giving up some control over your assets, they are not right for everyone.

Justin Vossen, Lutz
Friday, May 10, 2019

Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children, and the increase in the estate and gift tax exemption amounts, many feel that there is little planning to be done.

James Grubman, PhD – Family Wealth ConsultingRichard Johnson, Partner – Waller Lansden Dortch and Davis, LLP
Wednesday, May 8, 2019

John M. Bunge, Waller Lansden Dortch & Davis
Thursday, May 2, 2019

When considering which state to form a Private Trust Company (PTC), there are various laws and topics that should be considered, including requirements around annual reporting, residency of personnel, and capital requirements.

Jennie Cherry and Miles Padgett, Kozusko Harris Duncan
Friday, April 12, 2019

Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus of the family’s largess from their children to a broader group of individuals, such as grandchildren, siblings, and nieces.

Jennie Cherry and George N. Harris Jr., Kozusko Harris Duncan
Thursday, April 11, 2019

Even the best laid plans or checklists for filing the various U.S. forms on time can sometimes go astray. When they do, it is prudent to request an extension to file the particular return.

Jennie Cherry and George N. Harris Jr., Kozusko Harris Duncan
Thursday, April 11, 2019

Trusts classified as foreign for U.S. tax purposes, whether established under the law of a U.S. state or of an offshore jurisdiction, must review whether they have any U.S. tax or information reporting filings to make in 2019 with regard to income earned and distributions made in 2018.

Hawthorn, PNC Family Wealth
Friday, March 15, 2019

The creation of a charitable remainder trust can provide you with a lifetime income stream while helping fulfill legacy goals of supporting charitable organizations that are important to you.

Sarah Chang and Scott Bieber, Thompson Coburn
Wednesday, March 13, 2019

Estate planners have also sought ways to modify trusts that are irrevocable as a result of changed circumstances or because the planner’s client is the beneficiary who objects to the terms of the trust.