Networks - PFTC

Sarah Chang and Scott Bieber, Thompson Coburn
Wednesday, March 13, 2019

 

RSM US
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.

Glenmede
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).

Glenmede
Tuesday, February 26, 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).

Risk Mitigation Strategies for the Private Trust Company

Feb 04 2019 - lgochanour@familyoffice.com

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Family Office Exchange
Monday, February 4, 2019

The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article explores best practices used by families in forming the PTC strategy within the enterprise and establishing its

Has the Private Trust Company Structure Delivered on its Promise?

Dec 03 2018 - lgochanour@familyoffice.com

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Miles Padgett, Partner – Kozusko Harris Vetter Wareh Duncan LLP;Matt Tobin, COO, Legal Counsel, and President of SDTC Services LLC – South Dakota Trust Company LLC
Wednesday, November 7, 2018

The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise.

Waller Lansden Dortch & Davis
Thursday, November 1, 2018

With the passage of the Tax Cuts and Jobs Act at the end of 2017, more family businesses are examining their corporate structure and considering the tax implications.