Networks - PFTC

Nine Reasons to Start a Private Family Trust Company

Jan 09 2018 - Anonymous

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Overview

John P.C. Duncan, Partner – Kozusko Harris DuncanRichard Johnson, Partner – Waller Lansden Dortch & Davis, LLPJohn Seckman, President – Shoebox Private Trust Company
Wednesday, November 29, 2017

The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries. The BRC, however, is not just making trust distributions; there's more to it.

Overview

Richard T. Hills, Waller Lansden Dortch & Davis
Monday, June 12, 2017

The Board of Directors plays a pivotal role in the effective governance of the private family trust company (PFTC). They are responsible for overseeing management, providing organizational leadership, and establishing core corporate values.

Marianne W. Young, President and Rachel J. Sherman, Vice President, Client Service – Market Street Trust Company
Wednesday, June 7, 2017

As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family offi

Waller Lansden Dortch & Davis
Friday, April 14, 2017

Private family trust companies have increased in popularity in recent years, and several states have adopted statutes specific to them.

SEI
Tuesday, March 21, 2017

Given the uncertainty after the 2016 presidential election, it is critical to implement the best strategies to minimize taxes come April 15, 2017 (and beyond).

Matthew Tobin, Managing Director – South Dakota Trust Company, LLC
Wednesday, March 8, 2017

This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax situs.

Thomas W. Abendroth, Partner, Practice Group Leader, Private Clients, Trusts and Estates – Schiff Hardin LLP Susan Gell Meyers, Partner, Chair, Trusts and Estate Group – Warner Norcross & Judd LLP
Wednesday, February 1, 2017

FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd.