Networks - PFTC

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.

SEI
Tuesday, March 21, 2017

Given the uncertainty after the 2016 presidential election, it is critical to implement the best strategies to minimize taxes come April 15, 2017 (and beyond).

Matthew Tobin, Managing Director – South Dakota Trust Company, LLC
Wednesday, March 8, 2017

This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax situs.

Thomas W. Abendroth, Partner, Practice Group Leader, Private Clients, Trusts and Estates – Schiff Hardin LLP Susan Gell Meyers, Partner, Chair, Trusts and Estate Group – Warner Norcross & Judd LLP
Wednesday, February 1, 2017

FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd.

Pam Lucina, Joan K. Crain, Justin Miller and John Welsh
Wednesday, January 25, 2017

Significant tax reform is likely on the horizon. Given the proposals from President-elect Trump and the Republicans in Congress, we may see legislation repealing the current estate tax passed in 2017, and potentially changes to the gift and generation skipping transfer (GST) tax rules.

Glenmede
Thursday, December 15, 2016

It is near certain there will be sweeping tax legislation in 2017, but not of the sort many expected. Looking back over 2016, there were a few significant tax changes but many proposals and much speculation concerning tightening of regulations and new taxes.

Richard A. Johnson, Esq.
Tuesday, January 10, 2017

By enacting progressive trust laws building on the uniform trust code, Tennessee is attracting a growing number of family offices that are seeking flexibility to adapt to changes in family circumstances and the world around them.