Networks - PFTC

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

There are various laws and issues to take into account when considering a state in which to form a Private Trust Company, including requirements around annual reporting, residency of personnel, and capital requirements.

Kozusko Harris Duncan
Friday, April 12, 2019

Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus 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


Thursday, March 7, 2019

The U.S. Supreme Court will revisit state tax nexus for the second year in a row after granting North Carolina’s petition for certiorari in North Carolina Department of Revenue v.

Hawthorn, PNC Family Wealth
Wednesday, March 6, 2019

Families with complex assets, such as family businesses, as well as those who have portfolios managed by multiple advisors, may find trustees reluctant to administer their trusts.

Monday, February 25, 2019

Is philanthropy one of your top priorities? One way to make your estate plan more philanthropic is through a Charitable Remainder Trust (sometimes called a CRT, CRUT, or CRAT, depending on the form it takes).