Learn about advanced trust planning techniques that are commonly used by families and family businesses to thrive beyond three generations.
What will you learn?
ACTIVE LIVING TRUST
PRIVATE TRUST COMPANIES
Trusts that are actively managed during the lifetime of the settlor. The use of underlying companies for investments and operating businesses.
PTCs are used by families that wish to have more control over the administration of their family trusts.
While trusts and PTCs provide the hardware to the longevity and management of a family business, it is the Family Constitution that provides the software and rules of the family and the family business.