Networks - PFTC

Tuesday, March 27, 2018

The Tax Cuts and Jobs Act reduced income tax rate for C corporations from 35 percent to 21 percent in 2018. No sooner was the ink dry on the new law before owners of pass-through entities began to work with their advisors to determine if it made sense to convert their entities to C corporations.

Linda Bourn, Crystal & Company
Monday, March 12, 2018

Until recently, many families filled key governance roles associated with their trust and estate planning with trusted friends, colleagues, or advisors who were flattered to be asked and honored to serve.

Amantha T. Butler, BNY Mellon Wealth Management
Thursday, March 8, 2018

Without proper management, a private family trust company (PFTC) can be exposed to costly litigation and the potential for significant liability.

Four Tips to Keep Your PFTC in Compliance

Jan 24 2018 -

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Jeffrey C. Wolken, Wilmington Trust
Monday, January 22, 2018

The role of the trustees has evolved rapidly, and there has been a transition in the investment standards guiding trustees from being a “prudent man” using legal lists to being a “prudent investor” employing modern portfolio theory.

Preparing the Next Generation of Beneficiaries

Jan 16 2018 -

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context

Jan 11 2018 -

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

The Promise of a PFTC

Jan 09 2018 - Anonymous

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Nine Reasons to Start a Private Family Trust Company

Jan 09 2018 - Anonymous

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »