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a. Private Trust Companies 101+: Formation, Administration, and Lessons Learned
Topic
Estate Planning
Program ID
333667
Hours
1
Format
Live / Stand-alone Workshop or Seminar
Complexity
Intermediate
Description
a. This presentation provides a general overview of private trust companies, including their characteristics, formation, licensing, and management structure, as well as lessons learned from establishing and operating these structures for wealthy families.
Learning Objectives
a. Understand the basics of PTCs
b. Know when to suggest a PTC for an estate planning client
c. Gain a high-level understanding of how to structure and where to form a PTC
d. Understand how the internal management structure can facilitate family and trust governance