Networks - PFTC

Al W. King III, South Dakota Trust Company
Wednesday, October 5, 2016

Families generally have several key desires regarding their trust planning that includes some form of governance structure for the family trusts; privacy; control and flexibility regarding trust administration and investment management; family promotion of social and fiscal responsibility inter-g

Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist – Wilmington Trust
Wednesday, October 5, 2016

You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C.

Al W. King III and Pierce McDowell III
Wednesday, October 5, 2016

Estate-planning advisors should be aware that there are many creative planning opportunities for the use of Private Placement Life Insurance (PPLI) with trusts. PPLI is essentially a flexible premium variable universal life insurance transactions that occurs within a private placement offering.

South Dakota Trust Company LLC
Wednesday, October 5, 2016

Many powerful trends are taking place in 2016 with trust and estate planning for both domestic and international families in the favorable boutique trust jurisdictions such as South Dakota.

South Dakota Trust Company LLC
Wednesday, October 5, 2016

In times of economic and tax uncertainty, flexibility and control in the trust is an important concern.

Frederick M. Hopkins
Friday, September 30, 2016

Recently proposed IRS changes to reduce or eliminate valuation discounts could dramatically increase the transfer tax cost of shifting property to members of your family in the future.

Brian Broderick, Steve Kidder, Charles Platt
Thursday, September 29, 2016

A great deal of focus has been placed on the next generation of business leaders, beneficiaries, and philanthropists. Rarely discussed, however, is the next generation of trustees that will guide them through so many crucial life decisions.

Michael Malakoff, Ascent Private Capital Management
Wednesday, September 14, 2016

The rules of the game in estate planning have changed. No longer can planners be so focused on the estate tax liability. They now must be equally focused on income taxes. In the past, taxpayers were willing to give up a step-up in basis at death in order to reduce or eliminate estate taxes.

Mark K. Harder
Monday, September 12, 2016

Done well, a trustee’s service can have a profoundly positive impact on a family; done poorly, a trustee’s service can create or exacerbate fissures within a family, dissipate family wealth, create personal liability for the trustee, and create a public spectacle that sullies the family’s good na

Sally Mullen, Ascent Private Capital Management
Monday, August 29, 2016

As the nation’s population grows older and more Americans are living longer, cognitive impairment of an individual is likely to become a challenge for more and more families.