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12 results found
2021 Trust and Estate Planning Update
Publish Date:
Jul 20 2021

Don’t miss this annual Family Office Forum update. Income and estate tax changes are highly probable, and speculation abounds regarding potential regulatory developments, all of which could significantly impact family offices and individuals. Learn what to watch and what, if anything, you might consider doing to protect your family and clients.&nbs...

Seminar 5: Being an Effective Trustee and a Responsible Beneficiary
Publish Date:
Oct 28 2019

A trustee of family trusts must understand the legal duties and deliver them with a keen appreciation of family dynamics. We will discuss the range of trustee and beneficiary responsibilities as well as practical tips for making the trustee-beneficiary relationship work effectively. Members will share their experiences as trustees.Katherine Dunlevi...

The Engaged Beneficiary: What You Need to Know
Publish Date:
Oct 28 2019

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, V...

Why Form a Private Trust Company?
Publish Date:
Nov 07 2018

The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the reasons that families consider a private trust company and benefits experienced once they have been established. If you have been curious about PTCs or con...

Tax & Estate Update: How Clients are Responding to the Recent Tax Law Changes
Publish Date:
Jul 24 2018

Since the Tax Cuts and Jobs Act was released at the end of 2017, family office and multi-family office professionals have been struggling to understand what all this means for their clients’ situations and circumstances. This session draws on the experience of two industry experts and the work they are doing with their clients as they evaluat...

2017 Estate Planning Update
Publish Date:
Feb 01 2017

FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They led FOX participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 51st Annual Heckerling Institute on Estate Planning. Key legislati...

Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704
Publish Date:
Sep 07 2016

The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their estate planning efforts. Owners of family businesses have traditionally relied on valuation discounts to curb the estate and gift tax burden associated ...

Track 4 - ADVANCING THE FAMILY TRUST - Lessons Learned When Forming Private Trust Companies
Publish Date:
Oct 22 2015

Establishing a Private Family Trust Company (PFTC) is a significant step in a family’s evolution from managing its wealth to institutionalizing its family governance, trustee processes and strategic direction as a family enterprise. In this session, the PFTC Network community comes together for a discussion around lessons learned when forming...

2019 FOX Foresight: Managing Complexity With a Private Trust Company Structure
Publish Date:
Jan 29 2019

The family enterprise provides a strategic framework for families to stay together and accomplish the shared goals of growing wealth and managing risks through the generations. Within the enterprise, the Private Trust Company (the PTC) provides a beneficial mechanism to support the enterprise and the family’s growth and development. In addition to ...