Networks - PFTC

Jurisdiction Comparison for Wealth Transfer Planning

Willow Street Group
Wednesday, May 3, 2023

For one reason or another, many families are reevaluating and modifying their fiduciary structures.

Overview

FOX stands up for systemic change. We reject racism, bigotry, and hatred.

Jun 18 2020 - gperkins@familyoffice.com

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Trust Mapping or Estate Distribution Overview Best Practices

Wellspring Associates
Friday, April 24, 2020

When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see.

Wealth Planning for the Modern Family

Northern Trust
Wednesday, April 1, 2020

Through the evolution of the family journey, it’s clear that family structures have become more complex and estate planning needs to shift to a new model that focuses on multiple aspects of wealth.

Overview

Year in Review: Top FOX Content of 2019

Dec 06 2019 - kwick@familyoffice.com

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Hands Off Your Trust: U.S. Supreme Court Limits State Income Taxation of Trusts

Schiff Hardin
Friday, October 25, 2019

Every state has its own set of rules for assessing income tax against a trust. In some situations, a trust might be required to file tax returns in three or more separate states. Recently, the U.S. Supreme Court decided a case that addresses how a state may tax a particular trust.