Networks - PFTC

RSM US
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.

RSM US
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.

Overview

FOX stands up for systemic change. We reject racism, bigotry, and hatred.

Jun 18 2020 - gperkins

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Cambridge Associates
Wednesday, June 10, 2020

Grantor retained annuity trusts (GRATs) have been a popular and effective wealth transfer strategy for U.S. families in recent decades.

BNY Mellon Wealth Management
Monday, June 8, 2020

A private family trust company (PFTC) provides families with intergenerational governance over family assets and a private forum for decision-making. Without proper management, however, a PFTC can be exposed to costly litigation and the potential for significant liability.

Parametric
Monday, May 18, 2020

One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the COVID-19 pandemic.

Schiff Hardin
Friday, May 15, 2020

A side effect of the new normal created by social distancing due to the Coronavirus pandemic is the inability for clients and advisers to come together in the same room to discuss, plan, and execute on their estate planning objectives.

Wellspring Associates
Friday, April 24, 2020

When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see.