Trustees and Beneficiaries

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Spinning Straw into Gold: Modifying Irrevocable Trusts
Sarah Chang and Scott Bieber, Thompson Coburn
 Irrevocable trusts have been part of estate planning for years. They have been used for a variety of purposes, such as to remove assets from a person’s estate in order to reduce
U.S. Supreme Court to Hear Kaestner Trust Tax Nexus Case
RSM US
The U.S. Supreme Court will revisit state tax nexus for the second year in a row after granting North Carolina’s petition for certiorari in North Carolina Department of Revenue v. The Kimberley Rice
Delaware Directed Trusts
Hawthorn, PNC Family Wealth
Families with complex assets, such as family businesses, as well as those who have portfolios managed by multiple advisors, may find trustees reluctant to administer their trusts. This is because, in
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
Why 2016 is a Great Year to Give
Schwab Charitable Fund
In 2015 charitable giving rose to $373 billion in the United States, driven by an almost $10 billion increase in gifts from individuals which represent over 70% of total giving. This year individual