Private Trust Companies


Estate Planning: How to Choose a Trustee
Tolleson Wealth Management
Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think
Chartered Family Trust Company Considerations and Processes
Willow Street Group
Wyoming is one of two states that permits both chartered, or regulated, and unchartered, or unregulated, private family trust companies (PTCs). This guide reviews important considerations and
GRAT Expectations: The Renewed Popularity of the Grantor-Retained Annuity Trust
Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs. When GRATs
Voices in Leadership with Jay Hughes: The Beneficiary’s Burden
In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see
Legislature Acts to Ensure Tennessee Retains Status as a Leading Trust Jurisdiction
Waller Lansden Dortch & Davis
Over the past decade, Tennessee has significantly elevated its position as a preeminent jurisdiction to situs a trust. With the latest enacted legislation in the state, that situs status is
IRS Enforcement Ramping Up—and How to Protect Yourself
Waller Lansden Dortch & Davis
With the IRS increasing their funding and enforcement, upper income taxpayers should expect the IRS audit coverage to increase dramatically on them. It’s important to prepare for the tax
Private Trust Company Leading Practices: Operations and Administration
Willow Street Group
Once the private trust company’s (PTC) governance structure is designed, the foundational operations and administration elements will be central to bringing the PTC to life. Three key
Private Trust Company Leading Practices: Designing a Governance Structure
Willow Street Group
A solid governance structure is critical to any private trust company’s long-term success. Through a thoughtful review that includes useful diagrams and outlines, learn the common
2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon
Schiff Hardin
The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new
Interesting Trends With Millennials and Trusts
South Dakota Trust Company
The Millennials are projected to number 73 million, overtaking Baby Boomers as the largest adult segment of the U.S. population. They have different concerns and opinions than their parents, and many