Private Trust Company


Who Can I Trust to Be My Trustee?
Mark Harder, Warner Norcross & Judd

The legal qualifications for a trustee are simple: he/she must be over the age of 18 and legally competent to manage his/her own affairs.

The Evolution and Challenges of the Trust Industry
Jeffrey C. Wolken, Wilmington Trust

Over the past half-century, the role of trustees has evolved rapidly along with the trust industry itself.

Creating Great Beneficiaries by Developing Robust Distribution Processes

The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries.

Six Reasons Why Delaware Trusts Should be Considered in an Estate Plan

You’ve built a valuable and successful business through hard work, long hours and countless decisions.

Powerful Trust Planning Opportunities in 2017
Al W. King III, South Dakota Trust Company

Many powerful trends are taking place in 2017.

Selecting Modern Trust Structures Based on a Family's Assets
Al W. King III and Pierce H. McDowell III, South Dakota Trust Company

Trusts have grown enormously in popularity since the mid-1990s as a result of the development of modern trust laws, the dramatic increase in wealth and evolving family needs and goals.

Flexibility in Trust Planning
Patrick E. Beaudry and Amy L. Jucoski, Abbot Downing

The use of trusts for long-term planning can provide many benefits; however, setting up a trust at one point in time to cover all potential future circumstances without flexibility is not advisable

The Private Family Trust Company: The Most Customized Financial Institution Ever Devised
John P.C. Duncan, Kozusko Harris Duncan

The raison d’être for families to form a Private Family Trust Company (PFTC) is to maximize their lawful control over their wealth held in trust.

Structuring a Private Family Trust Company
Waller Lansden Dortch & Davis

The ownership and governance structure of a private family trust company (“PFTC”) is highly customizable.

Migrating Trusts Between States Decision Tree
Waller Lansden Dortch & Davis

Migrating trusts from state to state can be challenging.