Networks - PFTC

Schiff Hardin
Tuesday, April 20, 2021

The Corporate Transparency Act requires certain newly formed and existing corporate entities to identify and disclose information on their “beneficial owners” to FinCEN.

Willow Street Group
Monday, April 19, 2021

A solid governance structure is critical to any private trust company’s long-term success. Through a thoughtful review that includes useful diagrams and outlines, learn the common elements of the PTC structure; the Board role and responsibilities; the Board attributes, composition, selection proc

Schiff Hardin
Friday, March 12, 2021

The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws.

South Dakota Trust Company
Thursday, March 11, 2021

The Millennials are projected to number 73 million, overtaking Baby Boomers as the largest adult segment of the U.S. population.

South Dakota Trust Company
Wednesday, March 10, 2021

Given the rhetoric and possible need for additional tax revenue in the U.S., families of wealth and their advisors should be aware of the future possibility of the wealth tax particularly when doing their estate planning.

Waller Lansden Dortch & Davis
Monday, March 1, 2021

High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership information being exposed to the wrong persons. This may concern family offices; however, regulate

RSM US
Thursday, February 18, 2021

The day before President Joe Biden’s inauguration, it became clear that his ambitious tax plan is lower on the administration’s to-do list than alleviating the public health crisis and stabilizing the economic recovery.

Hemenway & Barnes
Monday, February 8, 2021

For the first time in a decade, the Democratic party controls the Senate (narrowly), House, and Presidency in the U.S. As a result, many believe there will be significant legislative changes to the estate tax laws.

Ascent Private Capital Management of U.S. Bank
Thursday, January 21, 2021

Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to spend time considering what it is you really want to see happen with it.

Greensfelder, Hemker & Gale, P.C.
Tuesday, January 5, 2021

Disagreements and discord can arise when it comes to your family vacation home, a unique asset that symbolizes important memories and family connections. For this reason, you should specifically address the vacation home in your estate plan to avoid hard feelings and even disputes.