Networks - PFTC

Four Tips to Keep Your PFTC in Compliance

Jan 24 2018 - lgochanour@familyoffice.com

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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 - lgochanour@familyoffice.com

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Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context

Jan 11 2018 - lgochanour@familyoffice.com

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The Promise of a PFTC

Jan 09 2018 - Anonymous

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Nine Reasons to Start a Private Family Trust Company

Jan 09 2018 - Anonymous

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Overview

John P.C. Duncan, Partner – Kozusko Harris DuncanRichard Johnson, Partner – Waller Lansden Dortch & Davis, LLPJohn Seckman, President – Shoebox Private Trust Company
Wednesday, November 29, 2017

The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries. The BRC, however, is not just making trust distributions; there's more to it.

CTC | myCFO
Wednesday, October 11, 2017

You’ve built a valuable and successful business through hard work, long hours and countless decisions. You want to plan for transitioning the company, and the wealth you’ve created to future generations, but you aren’t ready to cede control.

South Dakota Trust Company
Tuesday, October 3, 2017

Many powerful trends are taking place in 2017. While much is still unknown in regard to what actions the new Trump administration and GOP-led congress will take towards the estate tax, planners have many opportunities to provide clients structures for both the short and long term.