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U.S. Supreme Court to Hear Kaestner Trust Tax Nexus Case
RSM US
The U.S. Supreme Court will revisit state tax nexus for the second year in a row after granting North Carolina’s petition for certiorari in North Carolina Department of Revenue v. The Kimberley Rice
Delaware Directed Trusts
Hawthorn, PNC Family Wealth
Families with complex assets, such as family businesses or multistate real estate holdings, as well as those who have portfolios managed by multiple advisors, may find trustees reluctant to
The Delaware Income Tax Advantage for Trusts
Jeff C. Wolken, Wilmington Trust
Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes. While personal trusts have been used most commonly as estate and
Top Five Advantages of a Charitable Remainder Trust
Glenmede
Is philanthropy one of your top priorities? One way to make your estate plan more philanthropic is through a Charitable Remainder Trust (sometimes called a CRT, CRUT, or CRAT, depending on the form
Top Five Advantages of a Charitable Remainder Trust
Glenmede
Is philanthropy one of your top priorities? One way to make your estate plan more philanthropic is through a Charitable Remainder Trust (sometimes called a CRT, CRUT, or CRAT, depending on the form
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Managing Complexity With a Private Trust Company Structure
Family Office Exchange
The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article explores best practices used by
Why Form a Private Trust Company?
The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the
New Benefits of Converting from an S Corp to a C Corp
Waller Lansden Dortch & Davis
With the passage of the Tax Cuts and Jobs Act at the end of 2017, more family businesses are examining their corporate structure and considering the tax implications. Specifically, companies that are
What is a Grantor Retained Annuity Trust (GRAT)?
BDO
A GRAT is an estate freeze technique used in estate planning to minimize taxes on large financial gifts to family members. Under this technique, an irrevocable trust is created to which the grantor