Private Trust Companies


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
New York Allows Video Notarization
Schiff Hardin
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
Trust Mapping or Estate Distribution Overview Best Practices
Wellspring Associates
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
Excellent Opportunity: The Modern Dynasty Trust/Family Bank
South Dakota Trust Company LLC
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
The South Dakota Private Family Trust Company
South Dakota Trust Company
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
Anticipating the Unanticipated With Trust Planning
South Dakota Trust Company
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
Trust Designs in Light of Kaestner And Other Trends
South Dakota Trust Company
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
Powerful Trust Planning Opportunities After Tax Reform for 2020 and Beyond
South Dakota Trust Company
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