Networks - PFTC

Schiff Hardin LLP
Thursday, August 25, 2016

Under the IRS’s proposed new regulations, they would permanently and profoundly change estate planning for families that own a controlling interest in a privately held corporation, partnership, or limited liability company.

Steve Davis, Chief Trust Officer – Pendleton Square Trust CompanyTera Rica Murdock, Associate – Waller Lansden Dortch & Davis, LLP
Wednesday, August 24, 2016
Managing fiduciary responsibilities within a private trust company can sometimes feel like more of an art than a science.
Michael Malakoff, Ascent Private Capital Management
Wednesday, August 24, 2016

Proposed regulations covering the valuation of family controlled entities for transfer tax purposes—12 years in the making—were published by the IRS on August 4, 2016.

Perkins Coie, LLP
Tuesday, August 23, 2016

The federal government proposed sweeping new tax rules earlier this month that would dramatically affect family businesses, investment partnerships and other entities.

PwC Private Company Services
Tuesday, August 23, 2016

Current valuation methodology for gift and estate tax purposes often includes discounts for privately owned businesses.  Modern estate planning sometimes includes packaging investments into a family-owned investment pool that would be subject to discounting, which can and have ranged from 15 to 5

Romar Carl, Ascent Private Capital Management
Friday, August 5, 2016

The metaphorical glass slipper represents the combined interpersonal dynamics of your family and loved ones, your individual passions, goals, hopes and dreams, along with the complexity of your family’s estate plan.

Lucie Novotna-McKenna
Tuesday, July 5, 2016

The death of a loved one is a difficult and emotional time for a family. There is often additional stress if you are appointed as the executor of the will and trustee of your family’s trusts, especially if the deceased had been the sole manager of substantial family assets and wealth.

James (Jay) E. Hughes, Jr., Esq., Author
Wednesday, May 25, 2016
As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur?
Ascent Private Capital Management
Wednesday, May 18, 2016

Estate planning is an ongoing process and is about much more than reducing taxes—it’s about ensuring your family is provided for, your business can continue, and your charitable goals are achieved.

Roy Ballentine
Wednesday, March 2, 2016

In nearly every discussion about estate planning, important questions and issues arise.