Networks - PFTC

Power of Appointment Support Trust (POAST)

Abbot Downing
Friday, January 8, 2016

With the recent changes in the transfer tax laws, it is possible to transfer greater wealth and reduce income taxes through POAST. This innovative approach and integrated trust technique allow a wealthy individual (the donor) to provide benefits to both parents and descendants.

Evaluating Your PFTC State Situs: A Case Study

Dec 16 2015 - Anonymous

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Overview

Fiduciary Conflicts of Interest in the World of PFTCs: A Lurking Concern

Robert R. Galloway, Partner - BakerHostetlerCindy L. Steeb, Executive Vice President and Chief Legal Counsel - MTD Holdings Inc.
Wednesday, November 4, 2015
The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled.

Engaging the Family Office in Impact Investing

Temple Fennell, Co-Director – Harvard Kennedy School, Keller Enterprises, LLC
Wednesday, October 7, 2015

As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing?

Wealth Transfer Planning: Structuring Transactions to Enhance Financial Results

Abbot Downing
Tuesday, October 6, 2015

Wealth transfer planning is a complex process with an ever-changing set of risks, opportunities, and regulations.

2015 FOX Family Office Compensation & Benefits Report

Thursday, September 24, 2015

Is your compensation and benefits plan competitive? Are you doing everything you can to attract and retain qualified family office talent that you need?

2015 FOX Fall Forum

Finding ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.

Gifting In A Changing Tax Landscape: Do Taxable Gifts Still Make Financial Sense?

Abbot Downing
Monday, June 1, 2015

In the past, when analyzing whether a client should make taxable gifts, estate planners tended to simply rely on comparing the transfer tax cost of making such gifts with those made at death.

Director and Trustee Pay Plans: Increasing Responsibility and Governance Impact

Bruce K. Benesh, Partner & Hunter Guice, Esq., Manager – Grant Thornton
Wednesday, May 6, 2015
With family office boards and trustees increasingly responsible for areas such as investment performance, risk mitigation, executive compensation, family member communication and strategic initiatives, they face more demands on their time and more accountability.