Trustees and Beneficiaries


Creating Great Beneficiaries Requires a Robust Distribution Process
Waller Lansden Dortch & Davis
Becoming a great beneficiary starts with having a great trustee. If a trustee devotes the majority of his or her time to administrative matters and managing investments, the wealth distribution
Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures
Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed
The 25 Best Practices of Multi-Generational Families
GenSpring | SunTrust Private Wealth
The odds of sustaining wealth across generations are low, and studies show that less than three percent of failures stem from poor estate planning and poor investment returns. This implies that there
Planning for What Comes Next: Estate Planning Instruments and Divorce
Jessica Bank Interlandi, Schiller DuCanto & Fleck LLP
Estate planning is often part of a divorce settlement, and negotiation of these terms can be as integral to the divorce settlement as allocation of parental responsibilities, support issues, or
Private Family Trust Company Research: Select State Trust Laws—Nonjudicial Settlement and Modification Agreements with Virtual Representation
Waller Lansden Dortch & Davis
Private family trust companies have increased in popularity in recent years, and several states have adopted statutes specific to them. This compiled information compares state trust law requirements
Making Sense of Situs for Private Family Trust Companies
This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax
2017 Estate Planning Update
FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They led FOX participants through a thoughtful
Making Your Charitable Gifts Last
Carol G. Kroch
We often think of Thanksgiving and Giving Tuesday as ushering in the year-end charitable giving season. Year end is not only a time for gratitude, as families gather for the holidays, but also a time
2016 Top Ten Year-End Planning Strategies
Donna Barwick
There has been so much attention this fall on the presidential election that the end of the year has rapidly come upon us. Regardless of the outcome of the election, neither candidate will be able to
Election Results May Provide Opportunities for Major Tax Law Changes in 2017
PwC Private Company Services
The results of the 2016 elections for control of the White House and Congress will have a significant impact on the direction of tax reform over the next four years. President-elect Trump and the