Networks - PFTC

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.

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.