Waller Lansden Dortch & Davis (now part of Holland & Knight)
Friday, June 2, 2017
Every family has its own reasons for establishing a private family trust company (PFTC) which can be structured to suit the family’s needs and desired goals. When deciding whether to establish a PFTC, there are several important issues to consider.
Given the uncertainty after the 2016 presidential election, it is critical to implement the best strategies to minimize taxes come April 15, 2017 (and beyond).
Matthew Tobin, Managing Director – South Dakota Trust Company, LLC
Wednesday, March 8, 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.
Thomas W. Abendroth, Partner, Practice Group Leader, Private Clients, Trusts and Estates – Schiff Hardin LLP Susan Gell Meyers, Partner, Chair, Trusts and Estate Group – Warner Norcross & Judd LLP
Wednesday, February 1, 2017
FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd.
Pam Lucina, Joan K. Crain, Justin Miller and John Welsh
Wednesday, January 25, 2017
Significant tax reform is likely on the horizon. Given the proposals from President-elect Trump and the Republicans in Congress, we may see legislation repealing the current estate tax passed in 2017, and potentially changes to the gift and generation skipping transfer (GST) tax rules.
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Tuesday, January 10, 2017
By enacting progressive trust laws building on the uniform trust code, Tennessee is attracting a growing number of family offices that are seeking flexibility to adapt to changes in family circumstances and the world around them.
Private trust companies are not a new phenomenon. Rather, over the past 25 years, they have increased dramatically in number, with hundreds of major, family-controlled trust institutions now operating in the United States.
Jennie Cherry, Stanley A. Barg, Rashad Wareh and George Harris Jr.
Monday, October 17, 2016
Even though a trust may be established under the laws of a US state and have a US trust company serving as trustee (hereinafter a ‘US-based trust’), this does not mean that it is a US domestic trust for income tax purposes.
