20-Minute Practice Boosters – Preliminary Assessment and Design Tool for a Private Family Trust Company by Matthew Grupp

$25.00

20-Minute Practice Boosters are free to our Basic and Premium members and are automatically sent out on a weekly basis to them.

What I Intend to Cover

  • Provide a basic overview of how a Wyoming Unchartered Private Family Trust Company (“PFTC”) can be employed by families and their trusted advisors to achieve a bespoke trustee that is under direct family control.
  • Offer a series of Preliminary Questions that can be used to determine the suitability of a PFTC.
  • Outline the Preliminary Design Considerations

(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)

Presented by Matthew Grupp, J.D., LL.M. (in Taxation)

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Description

20-Minute Practice Boosters are free to our Basic and Premium members and are automatically sent out on a weekly basis to them.

What I Intend to Cover

  • Provide a basic overview of how a Wyoming Unchartered Private Family Trust Company (“PFTC”) can be employed by families and their trusted advisors to achieve a bespoke trustee that is under direct family control.
  • Offer a series of Preliminary Questions that can be used to determine the suitability of a PFTC.
  • Outline the Preliminary Design Considerations

(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)

Presented by Matthew Grupp, J.D., LL.M. (in Taxation)

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