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Fiduciary Conflicts of Interest in the World of PFTCs: A Lurking Concern
The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled. As a result, there is substantial risk that, absent preventative measures, the
Regulatory Challenges for the PFTC in the FATCA/FINRA Era
As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the Foreign Account Tax
Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts
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
2015 Estate Planning Update
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
Tax and Estate Planning Issues of Multijurisdictional Cross-Border Families
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
Administering the Private Trust Company: Key Issues to Consider
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
Becoming ONE…Navigating the Complexities of the Blended Family
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
2014 Estate Planning Update
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
Understanding the Trust
Sara Hamilton
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
2013 Estate Planning Update
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