Tax & Estate Planning

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Wednesday, November 4, 2015
The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled.
Wednesday, August 12, 2015

As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the Foreign Account T

Wednesday, February 11, 2015
This is featured programming for the FOX Private Family Trust Company Network.
Wednesday, January 28, 2015
Tom Abendroth and Jim Steffel joined us to review 2015 estate planning.
Wednesday, June 11, 2014
Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States.
Wednesday, May 7, 2014
Join us for a look at the keys to successfully administering a private trust company (PTC).
Wednesday, March 12, 2014

Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.

Tuesday, January 28, 2014

In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment.

Sara Hamilton
Friday, March 8, 2013

This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related pr

Wednesday, January 30, 2013

We are entering the third consecutive year in which estate and gift tax laws are in a state of significant flux.

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