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2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Managing Complexity With a Private Trust Company Structure
Family Office Exchange
The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article explores best practices used by
Why Form a Private Trust Company?
The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the
New Benefits of Converting from an S Corp to a C Corp
Waller Lansden Dortch & Davis
With the passage of the Tax Cuts and Jobs Act at the end of 2017, more family businesses are examining their corporate structure and considering the tax implications. Specifically, companies that are
What is a Grantor Retained Annuity Trust (GRAT)?
BDO
A GRAT is an estate freeze technique used in estate planning to minimize taxes on large financial gifts to family members. Under this technique, an irrevocable trust is created to which the grantor
Dynasty Trusts
BDO
Following recent amendments to the tax code, both the applicable estate and gift tax exemption and the GST exemption were increased to $11,180,000. This nearly doubled the exemptions available in
Are Incentive Trusts Gaining Popularity?
Al W. King III, South Dakota Trust Company
Incentive trusts are typically defined as trusts with provisions to encourage or discourage certain types of behavior and promote family values. Despite their appeal, they remain underutilized. One
Powerful Trust Planning Opportunities after Tax Reform for 2018 and Beyond
Al W. King III, South Dakota Trust Company
The Tax Cuts and Jobs Act of 2017 (the “Act”) brought extensive changes and a need to contemplate the doubling of the federal exemption from $5.6 million to $11.2 million for the estate,
Choosing the Right Trustee
Robert G. Holdway, Fiduciary Trust Company
Whether it be a family member, trusted friend, or professional advisor, whom you pick as a trustee matters. An ideal trustee will follow through on the objectives outlined during your lifetime, your
The Risks of Serving as an Amateur Trustee for Your Family
Warner Norcross & Judd LLP
Although it is flattering to be asked to be a trustee, you should give careful consideration about serving in this important role, as performing the responsibilities of a fiduciary can expose you to