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Charitable Trust Planning: Share your Wealth and Defer Capital Gains
Baker Tilly
High-net-worth individuals who are exploring charitable giving have many different options, but charitable remainder trusts and charitable lead trusts are two straightforward planning vehicles that
Proposed Estate Tax Changes: Prepare Now to Preserve Your Assets
Rehmann
In anticipation of the expected tax changes that could be enacted under the Biden administration, it’s a good time to review and update your estate plan. As part of your review process,
House Ways and Means Committee Releases Initial Tax Proposals
BDO
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups by the Committee. Most
Major Tax Changes in Draft Reconciliation Bill
Waller Lansden Dortch & Davis
The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others
Proposed Legislation Creates Uncertainty Around SEC Family Office Exemption
Waller Lansden Dortch & Davis
If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption. Also,
The Cost of Complexity: Why Does It Matter?
Scott Winget
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams
Annuity Payment Analysis for Grantor Retained Annuity Trusts
Willamette Management Associates
A grantor retained annuity trust (“GRAT”) is an estate planning instrument that may be used to transfer wealth from the trust grantors to the trust beneficiaries. In this overview of
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
Trustee Selection: The Five Principles to Consider
Tolleson Wealth Management
A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to
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