Trustees and Beneficiaries


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
Year-End Wrap Up and Post-Election Planning
It is near certain there will be sweeping tax legislation in 2017, but not of the sort many expected. Looking back over 2016, there were a few significant tax changes but many proposals and much
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
Post Election Updates – Trump and Taxes
Lisa Whitcomb
Donald Trump will become our 45th President, and the Republicans will retain hold of Congress. Based on the Republican Party platform, this could result in dramatic tax code changes. Looking at
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
U.S. Election: What You Need to Know
Northern Trust
Defying the betting odds and pollster predictions, Donald Trump has pulled off an improbable victory. As an “unknown unknown,” Trump’s election introduces a level of policy
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