Private Trust Companies


Getting Ready: What You Need to Know About Preparing Your Legacy Plan
Baker Hostetler
The basic foundation for every core legacy plan starts with five documents: a will, an irrevocable or living trust, a durable power of attorney for financial management, an advanced medical directive
Jurisdiction Comparison for Wealth Transfer Planning
Willow Street Group
In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, a reference summary of state laws is provided to help families
Improving Tax Management of Grantor-Retained Annuity Trusts
In light of the current economic downturn and renewed possibility of rising tax rates, there has been a noted increase in the use of grantor-retained annuity trusts (GRATs). Although this type of
An Overview of Trusts & Trustees
Willow Street Group
When seeking to preserve the family legacy and wealth, families can create custom-tailored trusts to meet their specific needs and goals. In this overview, learn about why families form trusts, the
Pre-Liquidity Planning with Wyoming Entities
Willow Street Group
For families contemplating a liquidity event, anticipatory pre-liquidity planning can greatly improve tax savings when using Wyoming entities, which benefit from modern trust statutes. A review of
WING Trusts
Willow Street Group
When wanting to retain access to the assets in a trust, a Wyoming Incomplete Gift Non-Grantor (WING) Trust can be created. This one-sheeter provides a four-step overview of the WING Trust entity and
New IRS Coordinated High Wealth Audit
Waller Lansden Dortch & Davis
The IRS is coming out of its silos. Between July 15 and September, the IRS will audit several hundred high-income individuals and one or more related entities, typically one or more pass-throughs.
GRAT Expectations: Extra Opportunity in the Current Environment
Cambridge Associates
Grantor retained annuity trusts (GRATs) have been a popular and effective wealth transfer strategy for U.S. families in recent decades. This has been true across various market conditions because
Keeping a Private Family Trust Company Compliant
BNY Mellon Wealth Management
A private family trust company (PFTC) provides families with intergenerational governance over family assets and a private forum for decision-making. Without proper management, however, a PFTC can be
Panel: Capital Allocation in Complex Family Enterprises During a Crisis
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