Networks - PFTC

Waller Lansden Dortch & Davis
Friday, August 25, 2017

Migrating trusts from state to state can be challenging. Use this decision tree as a resource when transferring trust situs from one state to another or when modifying a trust agreement following migration to a new state.

Aaron B. Flinn, Waller Lansden Dortch & Davis
Wednesday, July 19, 2017

In the coming years, it is likely that Trustees will be asked increasingly by beneficiaries to invest trust assets with an objective of advancing social or charitable causes, as opposed to achieving economic gains, as the trend of impact investing is expected to continue to grow.

Aaron B. Flinn, Waller Lansden Dortch & Davis
Friday, June 30, 2017

Given today’s litigious society, Trustees should always ensure they are acting prudently in administering trusts by keeping an eye on inadvertently exposing trust assets to creditors.

Wilmington Trust
Monday, June 19, 2017

For decades, Delaware has led as an innovative and flexible jurisdiction for establishing and administering personal trusts. There are five reasons to explore the First State as the premier location for your new or existing trust—even if you don’t reside in the state.

Richard T. Hills, Waller Lansden Dortch & Davis
Monday, June 12, 2017

The Board of Directors plays a pivotal role in the effective governance of the private family trust company (PFTC). They are responsible for overseeing management, providing organizational leadership, and establishing core corporate values.

Marianne W. Young, President and Rachel J. Sherman, Vice President, Client Service – Market Street Trust Company
Wednesday, June 7, 2017

As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family offi

Richard A. Johnson, Waller Lansden Dortch & Davis
Friday, June 2, 2017

Every family has its own reasons for establishing a private family trust company (PFTC) which can be structured to suit the family’s needs and desired goals. When deciding whether to establish a PFTC, there are several important issues to consider.

Joe Owens, Warner Norcross & Judd
Thursday, May 18, 2017

Michigan recently passed an act that allows individuals to create Domestic Asset Protection Trusts ("DAPTs"), an attractive option to help people protect their assets from the claims of third party creditors.

Plante Moran
Monday, May 8, 2017

The Trump administration has released its tax reform outline: the “2017 Tax Reform for Economic Growth and American Jobs.” Although it doesn’t include specific proposals like the border adjustment tax, it does call for a “territorial tax system to level the playing field for American businesses,”

Waller Lansden Dortch & Davis
Friday, April 14, 2017

Private family trust companies have increased in popularity in recent years, and several states have adopted statutes specific to them.