Avatar

The Private Trust Company Solution



Watch Now!
Recording and Slides are Available Here


In his exclusive LISI webinar, Jim Weller will provide an overview of private trust companies, and why certain families are forming them to manage and preserve family wealth.  A private trust company, also known as a family trust company, is an entity formed and authorized under state law to act as a fiduciary for a single family, and it is prohibited from transacting business with the general public.  Family members are typically defined under state law by their degree of kinship to a designated relative, such as patriarch or a matriarch.  Depending on applicable state law, a private trust company can be formed as a limited liability company or a corporation.  Come learn how some of your clients might find a private trust company as a solution to the issues surrounding the management and preservation of family wealth. Registrants will receive copies of Jim's LISI newsletters on Private Trust Companies as well as an ACTEC Journal article he co-authored on the subject.

In his presentation, Jim will cover the following topics:

·         Brief History of Private Trust Companies

·         Types of Private Trust Companies

·         Advantages of Private Trust Companies

·         Potential Drawback of Private Trust Companies

·         Nexus Requirements with Formation State

·         Internal Governance Structure

·         Tax Considerations

·         Planning Tips in Forming and Operating Private Trust Companies


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

James P. Weller, JD, LL.M, is President of Greenway Capital Advisors, LLC in Houston and Las Vegas. Greenway provides an array of administrative services to private trust companies, individual trustees, individuals, and family entities. Jim has written estate and tax planning articles for the ACTEC Law Journal, Leimberg Information Services, Inc., the Journal of Practical Estate Planning, and the Journal of Financial Planning. His book titled “Tax-Smart Wealth Planning” was published in 2006. Jim has over 30 years experience in the trust, estate, and tax planning industry, and he is member of the State Bar of Michigan.


Avatar

Bob Keebler

October 21, 2020 1:00 PM ET - 2:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

October 21, 2020 3:00PM ET - 4:30PM ET ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast

More Info
Avatar Avatar

Paul Hood Ed Morrow

October 22, 2020 3:00PM ET - 4:30PM ET ET

Directed Trusts: The Veg-O-Matic™ of Estate Planning

More Info
Avatar Avatar

Bob Keebler Jonathan Blattmachr

October 22, 2020 1:00PM ET - 2:30PM ET ET

Income Taxation of IDGT Sales and Promissory Notes During Life and After Death - A Special Re-Broadcast

More Info
Avatar Avatar

Alan Gassman and Christopher Denicolo

October 23, 2020 1:00PM ET - 2:30PM ET

Tax Planning for Insolvency and the Discharge of Indebtedness: What Business & Tax Planning Professionals Can Do to Reduce Taxes and Avoid Unpleasant Surprises

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

October 28, 2020 3:00PM ET - 4:30PM ET

DYNAMIC AND CREATIVE STRATEGIES FOR 2020 YEAR END PLANNING

More Info
Avatar Avatar

Bob Keebler Jonathan Blattmachr

October 29, 2020 3:00PM ET - 4:30PM ET

Income Taxation of IDGT Sales and Promissory Notes During Life and After Death

More Info
Avatar Avatar

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

October 30, 2020 1:00PM ET - 2:30PM ET ET

Year-End Income Tax and Estate Tax Planning for the Mass Affluent

More Info
Avatar

Bob Keebler

October 30, 2020 3PM 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Eric Naison-Phillips Scott Bowman

November 5, 2020 3:00PM ET - 4:30PM ET ET

Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods

More Info
Avatar Avatar

Paul Hood Ed Morrow

November 12, 2020 1:00PM ET - 2:30PM ET ET

The Intersection of Portability and Blended Families: No Man’s Land?

More Info
Avatar

Michael Geeraerts

November 13, 2020 3:00PM ET - 4:30PM ET ET

The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!

More Info
Avatar

Rick Jaye

November 19, 2020 3:00PM ET - 4:30PM ET ET

ESOPs: What the Sophisticated Advisor Needs To Know

More Info
Avatar

Mark Merric

November 20, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info