Networks - PFTC

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.

BDO
Tuesday, October 30, 2018

A GRAT is an estate freeze technique used in estate planning to minimize taxes on large financial gifts to family members.

BDO
Monday, October 29, 2018

Following recent amendments to the tax code, both the applicable estate and gift tax exemption and the GST exemption were increased to $11,180,000. This nearly doubled the exemptions available in 2017.

Al W. King III, South Dakota Trust Company
Thursday, September 27, 2018

The Tax Cuts and Jobs Act of 2017 (the “Act”) brought extensive changes and a need to contemplate the doubling of the federal exemption from $5.6 million to $11.2 million for the estate, gift and GST taxes, along with planning for the sunset of the increased exemption amounts on December 31, 2025

Al W. King III, South Dakota Trust Company
Friday, September 28, 2018

Incentive trusts are typically defined as trusts with provisions to encourage or discourage certain types of behavior and promote family values. Despite their appeal, they remain underutilized.

Casey Clark, Glenmede
Wednesday, September 26, 2018

Three converging trends—including a shift from negative to positive screening—are making it easier for investors to implement impact investment programs that deliver competitive returns.

Warner Norcross & Judd LLP
Tuesday, September 25, 2018

Although it is flattering to be asked to be a trustee, you should give careful consideration about serving in this important role, as performing the responsibilities of a fiduciary can expose you to great personal liability, especially if you lack training.

Robert G. Holdway, Fiduciary Trust Company
Tuesday, September 25, 2018

Whether it be a family member, trusted friend, or professional advisor, whom you pick as a trustee matters. An ideal trustee will follow through on the objectives outlined during your lifetime, your spouse’s lifetime, and through the trust’s ultimate disposition.