Networks - PFTC


Waller Lansden Dortch & Davis
Friday, August 24, 2018

Becoming a great beneficiary starts with having a great trustee. If a trustee devotes the majority of his or her time to administrative matters and managing investments, the wealth distribution process often gets the least attention when it ideally deserves the most.

Jeff C. Wolken, Wilmington Trust
Tuesday, February 26, 2019

Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes.

Todd Mayo, Principal and General Counsel and Stephen J. Tall, CTFA, TEP, Chief Fiduciary Officer and Chief Operating Officer – Perspecta Trust
Wednesday, July 25, 2018

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies.

Wilmington Trust
Wednesday, July 11, 2018

Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of the Internal Revenue Code section 199A brings a new, advantageous deduction to those in the real estate business.

John M. Bunge, Waller Lansden Dortch & Davis
Tuesday, May 15, 2018

While laws in the United States generally allow trust property to be protected from the creditors of beneficiaries, there has traditionally been an exception to these protections where property in a trust is derived from a beneficiary’s own contributions to the trust.

Hawthorn, PNC Center for Financial Insight
Friday, April 6, 2018

Originating in English common law, trusts have been used for centuries to manage holdings of the wealthy. Even though trusts are quite common, many people may find them hard to understand.

Dan A. Bailey, Esq., Bailey Cavalieri and Chubb Personal Risk Services
Thursday, April 12, 2018

Cyber risk has become a major potential loss exposure for almost any company. As with any other exposure, directors should confirm that reasonable steps are taken to identify, mitigate, respond to, and recover from third parties relating to cyber-related problems when they arise.

Friday, April 13, 2018

There has been a lot of speculation and confusion about the impacts of the most recent tax reform, with many asking if they have to pay more taxes.

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.