Publications, Tapes and Outlines on Private Family Trust Companies:
- “Frequently Overlooked Trust Planning Considerations” June 2022 Trusts & Estates Magazine
- “Does a Perpetual Trust Need a Perpetual Private Foundation” April 2022 Trusts & Estates Magazine
- “Flexible Trusts to Deal With Future Uncertainties” January 2022 Trusts & Estates Magazine
- “Unique Trends and Approaches to Charitable Giving” November 2021 Trusts & Estates Magazine
- “Zero Tax Trusts?” September 2021 Trusts & Estates Magazine
- “Important Trust Trends” June 2021 Trusts & Estates Magazine
- “Interesting Trends With Millennials and Trusts” February 2021 Trusts & Estates Magazine
- “Is a Wealth Tax in Our Future?” December 2020 Trusts & Estates Magazine
- “The Uniform Voidable Transactions Act – Continue to Be Aware” October 2020 Trusts & Estates Magazine
- “How Long-Term Trusts Can Assist With Uncertainties Like COVID-19” August 2020 Trusts & Estates Magazine
- “Maintaining Control in an Uncertain Environment” June 2020 Trusts & Estates Magazine
- “Safety of Client Trust Assets” June 2020 Trusts & Estates Magazine
- “Can a Grantor Have His Cake and Eat It Too? November 2019 Trusts & Estates magazine
- “An Update on Third-Party Discretionary Interest Planning with Spendthrift” October 2019 Trusts & Estates magazine
- “Privacy vs. Secrecy August 2019 Trusts & Estates magazine
- “Trust Designs in Light of Kaestner and Other Trends” May 2019 Trusts & Estates magazine
- “Interesting Trends with Modern Trusts: Income vs. Estate Taxes” December 2018 Trusts & Estates magazine
- “Decanting is a Popular Strategy, But Don’t Ignore Several Key Considerations” August 2018 Trusts & Estates magazine
- “Trends and Opportunities for NRAs With U.S. Beneficiaries” June 2018 Trusts & Estates magazine
- “Does Estate Tax Repeal Really Matter?” December 2017 Trusts & Estates magazine
- “Are Incentive Trusts Gaining Popularity?” October 2017 Trusts & Estates magazine
- “A Trust for Every Asset” August 2017 Trusts & Estates magazine
- “The Trust Spendthrift Provision – Does it Really Protect?” December 2016 Trusts & Estates magazine
- “Be Aware of the Uniform Voidable Transactions Act” October 2016 Trusts & Estates magazine
- “The Private Family Trust Company and Powerful Alternatives” February 2016 Trusts & Estates magazine
- Family Office Exchange (FOX) 2016: Fall Forum Resource Center White Paper – “The Private Family Trust Company and Powerful Alternatives”
- Family Office Exchange (FOX) 2013: Fall Forum Resource Center White Paper – “The Answer to Family Office Regulatory Reform- The Private Family Trust Company”
- Family Office Exchange (FOX) 2012: Fall Forum Resource Center White Paper – “The Directed Trust Structure and Private Family Trust Company (PFTC) – Options to Reduce Family Liability without Losing Flexibility and Control”
- 2009 Family Office Metrics Webinar – “The 21st Century Private Family Trust Company”
Recent Selected Publications:
- “The Private Family Trust Company and Powerful Alternatives” February 2016 Trusts & Estates magazine
- “Anticipating the Unanticipated with Trust Planning” September 2018, Trusts & Estates magazine
- “Interesting Trends With Modern Trusts: Income vs. Estate Taxes” December 2018 Trusts & Estates magazine
- “Decanting is a Popular Strategy, But Don’t Ignore Several Key Considerations” August 2018, Trusts & Estates magazine
- “Powerful Domestic Trust Strategies for International and Cross-Border Families” May 2018, TaxStringer
- “Does Estate Tax Repeal Really Matter?” December 2017 Trusts & Estates magazine
- “Are Incentive Trusts Gaining Popularity?” October 2017 Trusts & Estates magazine
- “A Trust for Every Asset” August 2017 Trusts & Estates magazine
- “The Trust Spendthrift Provision – Does it Really Protect?” December 2016 Trusts & Estates magazine
- “Be Aware of the Uniform Voidable Transactions Act” October 2016 Trusts & Estates magazine
- “A Bellwether of Modern Trust Concepts: A Historical Review of South Dakota’s Powerful Trust Laws” October 2016 South Dakota Law Review – University of South Dakota
- “Powerful Private Placement Life Insurance Strategies with Trusts” April 2016 Trusts & Estates magazine
- Family Office Exchange (FOX) 2016: Fall Forum Resource Center White Paper – “Excellent Opportunity: The Modern Dynasty Trust/Family Bank”
- Family Office Exchange (FOX) 2016: Fall Forum Resource Center White Paper – “Powerful Private Placement Life Insurance Strategies with Trusts”
- Family Office Exchange (FOX) 2016: Fall Forum Resource Center White Paper – “Powerful Trust Planning Opportunities in 2016”
- Family Office Exchange (FOX) 2016: Fall Forum Resource Center White Paper – “The Private Family Trust Company and Powerful Alternatives”
- “Trusts without Beneficiaries – What is the Purpose?” February 2015 Trusts & Estates magazine
- “Should you keep a trust quiet (silent) from beneficiaries?” April 2015 Trusts & Estates magazine
- “Charitable Giving with Non-Charitable Trusts” June 2015 Trusts & Estates magazine
- “Trust Options for Residential Real Estate” August 2015 Trusts & Estates magazine
- “Domestic Trust Situs Opportunities for International Families” October 2015 Trusts & Estates magazine
- “Drafting Modern Trusts” December 2015 Trusts & Estates magazine
- Family Office Exchange (FOX) 2015: Fall Forum Resource Center White Paper – “Trust Options for Residential Real Estate”
- Family Office Exchange (FOX) 2015: Fall Forum Resource Center White Paper – “Myths About Trusts and Investment Management: The Glass is Half Full!”
- Family Office Exchange (FOX) 2015: Fall Forum Resource Center White Paper – “Should You Keep a Trust Quiet (Silent) From Beneficiaires?”
- “What’s Trending in the Estate Planning World” August 2014 Trusts & Estates magazine
- “Defend Against Attacks on DAPTs” October 2014 Trusts & Estates magazine
- “Myths About Trusts & Investment Management: The Glass is Half Full!” December 2014 Trusts & Estates magazine
- Family Office Exchange (FOX) 2014: Fall Forum Resource Center White Paper – “Powerful Trust Opportunities in 2014”
- Family Office Exchange (FOX) 2014: Fall Forum Resource Center White Paper – “Options to Reduce Family Liability without Losing Flexibility and Control”
- Family Office Exchange (FOX) 2014: Fall Forum Resource Center White Paper – “Structuring the Family Bank Dynasty Trust”
- Family Office Exchange (FOX) 2014: Fall Forum Resource Center White Paper – “South Dakota Dynasty Trusts Funded with Direct Private Equity Investments”
- Family Office Exchange (FOX) 2013: Fall Forum Resource Center White Paper – “The Answer to Family Office Regulatory Reform- The Private Family Trust Company”
- Family Office Exchange (FOX) 2013: Fall Forum Resource Center White Paper –”Powerful Trust Planning Opportunities in 2013″
- Family Office Exchange (FOX) 2013: Fall Forum Resource Center White Paper – “South Dakota Directed Trusts, Trust Protectors, And Special Purpose Entities”
- Family Office Exchange (FOX) 2013: Fall Forum Resource Center White Paper – “The South Dakota Asset Protection Advantage: Self-Settled Trusts, Discretionary Trust Provisions, LLC/LP Statutes and Privacy”
- “Trust Planning in 2012 and Beyond” May 2012 Trusts & Estates magazine
- Family Office Exchange (FOX) 2012: Fall Forum Resource Center White Paper – “Modernizing an Existing Irrevocable Trust: Reformation/Modification and Decanting”
- Family Office Exchange (FOX) 2012: Fall Forum Resource Center White Paper –”Powerful Trust Planning Opportunities in 2012
- Family Office Exchange (FOX) 2012: Fall Forum Resource Center White Paper – “Structuring the Family Bank Dynasty Trust”
- Family Office Exchange (FOX) 2012: Fall Forum Resource Center White Paper – “The Directed Trust Structure and Private Family Trust Company (PFTC) – Options to Reduce Family Liability without Losing Flexibility and Control”
- Family Office Exchange (FOX) 2012: Fall Forum Resource Center White Paper – “The Answer to Family Office Regulatory Reform – The Private Family Trust Company”
- “State Premium Tax Planning” June 2011 Trusts & Estates magazine
- Family Office Exchange (FOX) 2011: Fall Forum Resource Center White Paper – “Excellent Opportunity in 2011: The Modern South Dakota Dynasty Trust”
- Family Office Exchange (FOX) 2011: Fall Forum Resource Center White Paper – “Powerful Trust Planning Opportunities in 2011”
- Family Office Exchange (FOX) 2011: Fall Forum Resource Center White Paper – “Private Trust Company 101”
- Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper – “Directed Trusts, Trust Protectors & Special Purpose Entities”
- Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper – “Large Domestic Insurance Premiums: Do Not Forget to Plan for the State Premium Tax”
- Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper – “Modernizing an Existing Irrevocable Trust: Reformation, Modification and Decanting”
- Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper – “Trust Administration of the Ultra Wealth: The Private Trust Company and Other Key Alternatives”
- Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper – “The Modern Dynasty Trust: Flexibility and Control”
- “Delegated Vs. Directed Trusts” July 2006 Trusts & Estates Magazine
- “Estate Planning and the State Premium Tax” February 2005
- “The PPLI Solution (Chapter 6: “Trust Administration: The Domestic Advantage”)” February 2005 Bloomberg Press
- “What Does the 2001 Tax Relief Act and Estate Tax Phase-Out Mean for the States? It Is Not a Rosy Picture – the Impact Is Already Dramatic!” March 2004 Nebraska Lawyer
- Footnoted: “Dynasty Trusts and the Rule Against Perpetuities” 116 Harvard Law Review 2588 (2003)
- “How To Play the Current Downturn – And Plan for a Decade of Evolving Estate Tax Rules” January 2002 Trusts & Estates Magazine
- “Freezers – our Future Coffins” August 2002 Trusts & Estates Magazine
- “Death Tax Uncertainty Makes Flexible and Family Value Estate Planning More Important Than Ever” January 2001 Trust & Estates Magazine
- “Multi-Disciplinary Practices Important due to Economic, Tax Uncertainty” August 2001 Trusts & Estates Magazine
- “Non-Disclosure Agreements – Help or Hindrance to a Client’s Planning” August 2001 Trusts & Estates Magazine
- “Population Trends, New Wealth Creation and HR 10 are Keys to the Future” January 2000 Trust & Estates Magazine
- “South Dakota Dynasty Trust” June 2000 Millionaire
- “Smart Start – Establishing A Dynasty Trust in South Dakota” November 2000 Departures Magazine
- “Modern Trusts Are Being Created With More Flexibility Resulting in Assets Remaining in Trusts for Longer Periods of Time” January 1999 Trusts & Estates Magazine
- “Delegating Responsibility: Trustees Explore The Once Taboo” March 1999 Trusts & Estates Magazine
- “A Generation Skipping Trust: Unlimited Duration? Why Not? June 1999 Trust & Estates Magazine
- “Changing the Situs of a Trust: Shopping for Income Tax Savings” September 1999 Trust & Estates Magazine
- “The Modern Dynasty Trust: Flexibility is more important than ever” January 1998 Trusts & Estates Magazine
- “Sale to a “Defective” Trust Application as a Life Insurance Technique” April 1998 Trusts & Estate Magazine
- “Who benefits from the Suspension of Sec 4980A’s Excise Tax?” April 1997 Trusts & Estates Magazine
- “Trust Forum Shopping: The Next Generation” August 1997 Trust & Estates Magazine
- “When to Consider a Corporate Trustee” Part I November 1995 AICPA Planner
- “When to Consider a Corporate Trustee” Part II December/January 1996, AICPA Planner
- “Dynasty Trusts: What the Future Holds for Today’s Technique” April 1996 Trusts & Estates Magazine
- “Dynasty Trust Planning and Your Artwork” May 1996 Christie’s Auction News
- “Trust Planning: Experts Critical Analysis of the Dynasty Trust, A Unique Planning Device to Preserve and Create Wealth” June 1996
- Insights and Strategies CCH
- “Dynasty Trust” September 1996 The CPA Journal
Tapes and Published Outlines Available:
- 2016 42nd Annual Notre Dame Tax & Estate Planning Conference – “Comparing Different Trust Administration Structures”
- 2016 Purposeful Planning Institute and Trusts & Estates Webinar – “Income and Estate Planning with Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA)”
- 2015 Million Dollar Round Table (New Orleans, LA) – “Unique & Creative Uses of Modern Trusts Involving Investments and Insurance”
- 2010 Family Office Exchange (FOX) Webinar – “The 21st Century Family Bank Dynasty Trust: What, Why, When, Where, How, Who?”
- 2009 Family Office Metrics Webinar – “The 21st Century Private Family Trust Company”
- 2009 Institute for Private Investors (IPI) – “2010: Uncertainty Means Opportunity for Modern Trust Planning”
- 2008 AICPA Tax Strategies for the High-Income Individual- May 9, 2008 – “Selection of Domestic Trust Jurisdictions: Does It Make A Difference?”
- 2007 AALU National Webinar – “Creative Uses of Life Insurance in Trust Planning”
- 2006 Society of Financial Services Professionals (SFSP) – “Advanced & Creative Estate Planning (with a Modern Corporate Trustee) in an Uncertain Tax and Economic Environment”
- 2006 Million Dollar Round Table – “Creative Uses of Life Insurance in Trust Planning” San Diego
- 2005 International Forum – “Advanced Planning with a Modern Corporate Trustee”
- 2004 Society of Financial Services Professionals (SFSP) – “Park Avenue Meets Main Street: Family Office Techniques for the Millionaire Next Door” DVD
- 2000 Sky – TV Net Worth (Dynasty Trusts)
- 2000 Salomon Smith Barney National Sales and Marketing Focus (Dynasty Trusts)
- 1999 National AICPA Technical PFS Conference – Las Vegas, Nevada (Dynasty Trusts)
- 1998 American Bar Association Advanced Drafting Meeting – Dallas, Texas (Dynasty Trusts)
- 1998 Texas Bar Association Advanced Drafting Meeting – Dallas, Texas (Dynasty Trusts)
- 1997 Million Dollar Roundtable – Atlanta, Georgia (Dynasty Trusts)