There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
SFO’s and PFTC’s; 2025 Estate & Gift Tax Conference
Taxation Law Section
Credit(s):
0.5 Legal Specialization in Estate Planning; Trust & Probate Law
0.5 Legal Specialization in Taxation Law
0.5 Participatory MCLE Credits
This session will take a deep dive into the common structures utilized when setting-up Single Family Offices (SFO’s) and Private Family Trust Companies (PFTC’s) used by estate planning professionals for high-net-worth clients. The most tax-efficient ways to establish and operate both distinct entities, the common (and uncommon) structures and best practices in the management and administration. How to help families achieve their objectives while also navigating the complex legal issues and maximizing estate planning opportunities. We will explore family governance and control issues and how best to align and manage PFTCs for succession planning and mitigating potential conflicts between beneficiaries and with other family members.
0.5 Legal Specialization in Estate Planning; Trust & Probate Law
0.5 Legal Specialization in Taxation Law
0.5 Participatory MCLE Credits
All
Standard
Non-Member
$33.50
CLA Member
$22.50
Customers Who Bought This Item Also Bought
(CLEtoGo (Podcasts)) GST Tax: The Unfriendly Ghost of Estate Planning; 2025 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) Death and Divorce: How to Prepare when Two Traumatic Events Collide; 2025 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) Estate Planning Strategies for QTIP Trusts: Do Good Things Come to Those Who Defer?; 2025 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) The Great Unknown: What Really Happens When Partners Die?; 2025 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) Helping IRA Plan His IRA From the IRA” – Testamentary Planning with Individual Retirement Accounts Under the New Regulations; 2025 Estate & Gift Tax Conference
(OnDemand) The Tax Cuts and Jobs Act – What Every Attorney Should Know
(OnDemand) U.S. Income Taxation of Foreign Trusts
(CLEtoGo (Podcasts)) Sixth Annual Young Tax Lawyers Conference: An Introduction to Criminal Tax Representation
(CLEtoGo (Podcasts)) U.S. Taxation of Foreign Investment in U.S. Real Estate
(CLEtoGo (Podcasts)) Solo & Small Firm Summit: Don’t Pay These Taxes: Personal Liability Follows!
(CLEtoGo (Podcasts)) Dealing with the New Virtual Currency Question on Form 1040 Schedule 1
We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
Adding Registration, Please wait...
