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One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the
A side effect of the new normal created by social distancing due to the Coronavirus pandemic is the inability for clients and advisers to come together in the same room to discuss, plan, and execute
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. A list
In times of economic and tax uncertainty, flexibility and control in the trust is an important concern. The long term nature of a Dynasty Trust—designed to exist in perpetuity to provide a
When considering where to establish a Private Family Trust Company (PFTC), you should look to South Dakota, a state that is continually chosen as the top regulated PFTC jurisdiction in the United
Individuals can’t anticipate many possible issues when doing their long-term and perpetual intergenerational trust planning. Both judicial and non-judicial modifications as well as decanting
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
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
The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans. Changes include distribution provisions of an inherited IRA, planning
Wyoming’s lack of income taxes, strong asset protection laws and allowance for private family trust companies are quickly elevating it as one of top trust situs states in terms of attracting