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The Private Trust Company Solution



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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.

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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.


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