Networks - PFTC

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.

Greensfelder, Hemker & Gale
Thursday, December 17, 2020

Estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with disabilities, individuals struggling with addiction, spendthrifts, and even minors.

Thursday, November 5, 2020

With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family uncertainty.

RSM US
Monday, November 2, 2020

As the nation continues to battle the devastating effects of COVID-19, a number of family offices have taken a greater interest in reviewing or creating various wealth succession plans, with tax and estate planning a top issue and consideration in the U.S. election.

Greensfelder, Hemker & Gale
Wednesday, October 28, 2020

While strong economic times may make the idea of the need for tax-efficient wealth transfers obvious, uncertain economic circumstances can present opportunities to not only re-evaluate existing planning, but also to implement additional, alternative planning that in the long run could provide sig