Making Sense of Situs for Private Family Trust Companies

Overview

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.  Many people, in and out of the trust industry, utilize the term “situs” without a clear understanding of its many meanings.  The speaker evaluated situs in terms of three relatively easy to understand precepts:  trust company situs, trust situs, and tax situs with a focus on what to do “in” and “out” of a particular to state.  We explored the many facets of the often bewildering world of situs through the use of real world and jurisdictional examples.


Date Published: Wednesday, March 8, 2017

Speaker

Matthew Tobin, Managing Director – South Dakota Trust Company, LLC

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.