What is a Private Trust Company? How does it work? Should I set up the PTC in Wyoming? Private trust companies have become an increasingly popular estate planning tool for managing dynastic wealth – but is a Private Trust Company a good fit for your clients?
In this CLE course Matthew and Christian Grupp will teach you about the key considerations when deciding if a Private Trust Company can be a profitable structure for your clients. Matthew and Christian mainly cover how a Private Trust Company is organized in Wyoming, how the Private Family Trust helps all the parties involved, legal, regulatory & tax considerations, safeguarding assets, utilizing technology & the Entole Solution. These additional topics are also addressed: planning considerations, planning pitfalls, governance, processes, legal structures, federal & state regulatory considerations, “heir conditioning,” IRS Notice 2008-63, physical considerations and recommended fiduciary policies & procedures.
Matthew Grupp’s practice focuses on assisting families to achieve their enlightened dreams through Comprehensive and Integrated Wealth Strategies and Family Governance programs. Over the last decade, Christian Grupp has accumulated a wealth of diverse skills and abilities, including estate planning & trust practices, law, financial, and consulting practices.