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5 results found
Making Sense of Situs for Private Family Trust Companies
Publish Date:
Mar 08 2017

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 situs. Many people, in and out of the trust industry, utilize the term “situs” without a clear understanding of its many meanings. The speak...

Excellent Opportunity: The Modern Dynasty Trust/Family Bank
Publish Date:
Apr 23 2020

A Dynasty Trust is often referred to as a family bank since it serves as a primary resource for the funding of the needs of a family's beneficiaries in successive generations. Given the unsteady economic times and tax uncertainty, there is no better time than now for wealthy families to establish a Dynasty Trust to achieve optimum results...

Flexible Trusts to Deal with Future Uncertainties
Publish Date:
Jan 14 2022

Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to provide wealth preservation along with flexibility intergenerationally. Whether the federal estate, gift and GST Tax exemptions are high, low or repealed alt...

The Private Family Trust Company and Powerful Alternatives
Publish Date:
Nov 10 2021

40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated private trust companies have all played integral roles in the growing popularity of trusts. This session focused on the important reasons families are choosing these popu...