This webinar was originally produced on Wednesday, December 6, 2023. We hope that you enjoy the full recording of the presentation and additional resources offered below. Watch this webinar that discusses modern trust law and the evolving trust industry. This webinar was hosted by McKonly & Asbury, one of Pennsylvania’s leading accounting and business advisory services […]
This webinar was originally produced on Wednesday, December 16, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below. As the U.S. has become both a tax and privacy haven, wealthy families from around the world are seeking U.S. trust solutions. During this webinar, David Warren – Co-Founder […]
This webinar was originally produced on Wednesday, September 30, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below. The extreme uncertainty created by the ongoing COVID crisis and upcoming presidential election renders many large families and their advisors seeking certainty and stability relative to tax, privacy, and […]
This webinar entitled “Modern Trust Law: Delivering Direction and Control in Unprecedented Times” was originally produced on Thursday, April 9, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below. Modern trust laws, including directed trust, trust protector, and the newly created family advisor, have revolutionized the trust […]
This webinar entitled “Supreme Court Strikes Down Taxation on Undistributed Trust Income – What Does It Mean?” was originally produced on Tuesday, July 9, 2019. We hope that you enjoy the full recording of the presentation and additional resources offered below. In an unanimous decision, the Supreme Court strikes down North Carolina’s attempt to tax undistributed income […]
Modern Trust Law and the Evolving Trust Industry: In Defense of the New ParadigmNovember 20, 2023 - 5:10 PM
The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax PlanningDecember 18, 2020 - 10:07 AM
Finding Certainty in Uncertain Times: The Power of Modern U.S. Trust Law and Trust Situs SelectionSeptember 28, 2020 - 3:20 PM