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This is featured programming for the FOX Private Family Trust Company Network. This program provides an exclusive and unprecedented “behind the scenes” look at the new and innovative trust and
Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered
Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can
Join us for a look at the keys to successfully administering a private trust company (PTC). Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice, will offer insights
Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task. Whenever the complexities of a blended family are
In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment. Tom Abendroth and Jim Steffel will guide FOX participants through the most
This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related
We are entering the third consecutive year in which estate and gift tax laws are in a state of significant flux. In addition, a new tax on investment income will go into effect as well as other
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar