Networks - PFTC

Wellspring Associates
Friday, April 24, 2020

When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see.

South Dakota Trust Company
Wednesday, April 22, 2020

When considering where to establish a Private Family Trust Company (PFTC), South Dakota is continually chosen as the top regulated PFTC jurisdiction in the United States. The low PFTC capital requirements and maintenance costs make the set-up an easier process.

South Dakota Trust Company
Tuesday, April 21, 2020

Through thoughtful planning, there are ways to anticipate many possible issues—including the unanticipated—when doing your long-term and perpetual intergenerational trust planning. Consequently, detailed and flexible trust drafting is generally very helpful.

South Dakota Trust Company
Friday, April 17, 2020

Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs Act of 2017.

South Dakota Trust Company
Friday, April 17, 2020

The question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust.

Northern Trust
Wednesday, April 1, 2020

Estate planning has not caught up with changing family structures. With the rise of blended families, the “traditional family” represents only one-third of American households.

Sheppard, Mullin, Richter & Hampton
Wednesday, April 1, 2020

As we learn to cope with the unprecedented changes to our daily lives imposed by the COVID-19 crisis, many are rethinking about the steps to take to confirm that their affairs are in order.

Wilmington Trust
Monday, March 30, 2020

While today’s health, economic, and market concerns have created a challenging environment, there is a silver lining for wealth and estate planning opportunities.

Wilmington Trust
Tuesday, March 17, 2020

The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans.

BDO
Monday, February 24, 2020

For understandable reasons, the United States has adopted a series of laws designed to prevent U.S. taxpayers from taking advantage of foreign trusts as tax shelters from U.S. income taxation. The obvious application of these laws is when a U.S.