Networks - PFTC

Waller Lansden Dortch & Davis
Tuesday, June 15, 2021

As family offices consider their tax planning strategy, it is important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax Proposal.

Willow Street Group
Tuesday, June 8, 2021

Wyoming is one of two states that permits both chartered, or regulated, and unchartered, or unregulated, private family trust companies (PTCs).

Wednesday, June 2, 2021

Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs. When GRATs are used correctly, they can reduce estate taxes and allow grantors to gift assets free of tax.

Wilmington Trust
Thursday, May 27, 2021

President Biden’s tax proposals, while not enacted, are important to review and consider before any planning strategies are implemented in 2021 as they represent potential changes to current tax laws.

Waller Lansden Dortch & Davis
Tuesday, May 18, 2021

Over the past decade, Tennessee has significantly elevated its position as a preeminent jurisdiction to situs a trust. With the latest enacted legislation in the state, that situs status is maintained.

Greensfelder, Hemker & Gale, P.C.
Tuesday, May 18, 2021

Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering.

Waller Lansden Dortch & Davis
Wednesday, April 28, 2021

With the IRS increasing their funding and enforcement, upper income taxpayers should expect the IRS audit coverage to increase dramatically on them. It’s important to prepare for the tax changes that are coming—and coming quickly.

Willow Street Group
Tuesday, April 27, 2021

Once the private trust company’s (PTC) governance structure is designed, the foundational operations and administration elements will be central to bringing the PTC t

Foley & Lardner LLP
Monday, April 26, 2021

The Corporate Transparency Act (the CTA) is the first significant update to the U.S. anti-money laundering laws in 20 years and gives FinCEN significant authority to adopt necessary regulations to implement the provisions of the CTA.

Warner Norcross + Judd
Friday, April 23, 2021

Both the For the 99.5 Percent Act and the Sensible Taxation and Equity Promotion Act in the U.S.