Private Trust Companies


Model Language for Addressing Substance Use Disorders (Addiction) in Trust Documents
William F. Messinger, JD, LADC, and Arden O’Connor, MBA
One of the best-kept secrets in the treatment community is the very high long-term recovery rates for physicians and pilots compared to the rest of the population. These programs constitute “
Review & Outlook - A Shifting View of the Guy on the Hill
Research on income equality and social mobility yields compelling conclusions in support of both sides of the debate. For now, regardless of how the research evolves, it is safe to expect the U.
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
Establishing a Private Foundation Brings Both Responsibilities and Rewards
PwC Private Company Services
For families contemplating substantial charitable contributions, private foundations provide a structure to create a legacy of family charitable giving and remain a popular vehicle for charitably
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
Deoffshorisation of Russian Economy
Withers LLP
On 18 March, the Russian Ministry of Finance published a draft law on anti-offshore measures (the Draft). This article by Withers LLP provides a thoughtful review of the Draft, which introduces three
Pre-Sale Planning for Business Owners: The Benefit of an Integrated Approach
GenSpring Family Offices
The sale of a business can be one of the most significant events for families of wealth. Often, family members have devoted substantial time and resources to building a successful enterprise.While
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
White Paper No. 59: The Last, Best Tax Shelter Ever?
Greycourt & Co., Inc.
As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing
Estate Planning for Digital Assets
Gresham Partners, LLC
Every day we use smartphones, tablets, computers and other digital devices to access, transfer and store information, conduct financial transactions and operate many other aspects of our lives. Your