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. 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 ďTax-Smart Wealth PlanningĒ 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 Avatar

Alan Gassman,Christopher J. Denicolo,

July 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

More Info
Avatar

Bob Keebler

July 19, 2019 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business. - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

July 24, 2019 3:00 PM EDT - 4:30 PM ET

IRAs to Charities and CRTs After the SECURE Act: A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler & Stephen J. Bigge

July 25, 2019 1:00 PM EDT - 2:30 PM EDT ET

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act A Special Re-Broadcast

More Info
Avatar

Alan Gassman

July 25, 2019 3:00 PM EDT - 4:30 PM EDT

Asset Protection for Businesses and Their Owners. A Special Re-Broadcast

More Info
Avatar

Steve Gorin

July 26, 2019 3:00 PM EDT - 4:30 PM

Steve Gorinís "Business Structuring Series" : Class #1: Choice of Entity after 2017 Tax Reform - Basics

More Info
Avatar

Mike Jones

August 01, 2019 3:00 PM EDT - 4:30 PM ET

Significant Semiannual Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration & Retirement Planning Issues Estate Planners Need To Know About

More Info
Avatar

Steve Oshins

August 09, 2019 3:00 PM EDT - 4:30 PM

Estate Planning for Large Estates

More Info
Avatar

Michael Carter

August 15, 2019 3:00 PM EDT - 4:00 PM ET

Michael Carter: How To Grow Your Firmís Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.

More Info
Avatar Avatar Avatar

Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM ET

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

More Info
Avatar

Steve Gorin

August 29, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #2: Qualified Business Stock Compared to Other Exit Strategies

More Info
Avatar

Steve Gorin

September 27, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

More Info
Avatar

Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info