John P.C. Duncan, Partner – Kozusko Harris DuncanRichard Johnson, Partner – Waller Lansden Dortch & Davis, LLPJohn Seckman, President – Shoebox Private Trust Company
Wednesday, November 29, 2017
The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries. The BRC, however, is not just making trust distributions; there's more to it.
The legal qualifications for a trustee are simple: the person must be over the age of 18 and legally competent to manage his/her own affairs. The practical qualifications, however, are much more complicated.
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Thursday, September 7, 2017
The ownership and governance structure of a private family trust company (“PFTC”) is highly customizable. This is important because all families are different, with different goals, family dynamics, asset composition, family sizes, and family affiliates.
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Friday, August 25, 2017
Migrating trusts from state to state can be challenging. Use this decision tree as a resource when transferring trust situs from one state to another or when modifying a trust agreement following migration to a new state.
For decades, Delaware has led as an innovative and flexible jurisdiction for establishing and administering personal trusts. There are five reasons to explore the First State as the premier location for your new or existing trust—even if you don’t reside in the state.
Marianne W. Young, President and Rachel J. Sherman, Vice President, Client Service – Market Street Trust Company
Wednesday, June 7, 2017
As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family offi
