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4 results found
Oversight and Governance of the Trust Company
Publish Date:
Oct 05 2016

You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C. Rogerson, Senior Managing Director and Family Wealth ...

The Delaware Income Tax Advantage for Trusts
Publish Date:
Aug 13 2018

Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes. While personal trusts have been used most commonly as estate and gift tax planning tools, they now have increased importance as vehicles for minimizing a family’s federal and state income tax liability. If you ...

Seven Steps to Protect Yourself from Fraud
Publish Date:
Oct 06 2016

Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100 countries and there is every reason to believe the threat is growing. Learn seven steps that can help you protect yourself and your business from impe...

Preparing for the Wave of Tax Law Changes
Publish Date:
May 27 2021

President Biden’s tax proposals, while not enacted, are important to review and consider before any planning strategies are implemented in 2021 as they represent potential changes to current tax laws. The table in this article identifies key areas of income and transfer tax law affecting individuals and families, workers, corporations, and pa...