Private trust companies : a handbook for advisers.: a handbook for advisers. (2023)
- Record Type:
- Book
- Title:
- Private trust companies : a handbook for advisers.: a handbook for advisers. (2023)
- Main Title:
- Private trust companies : a handbook for advisers.
- Editors:
- Mayo, Todd D
- Contents:
- Introduction 7Todd D MayoWealth structuring strategistPart I. Design and operation of private trust companiesConsiderations when forming a private trust company 11Todd D MayoWealth structuring strategistOwnership and governance structures 33Vanessa SchrumAppleby (Bermuda) LimitedKathryn von MatthiessenKatten Muchin Rosenman LLPCoordinating with the family office 45Sara SchroterMichelle L WolfeMeritus Trust Company LimitedFacilitating essential communication with family members 67Babetta von AlbertiniInstitute for Family GovernanceHelping hands: utilising service providers 89Ryan M HardingGarden Trust CompanyJonathan W MottoMcDermott Will & Emery LLPInternal controls 109Elise J McGeeMcDermott Will & Emery LLPBeneficial ownership registers: the balance between transparency and privacy 123Paolo PanicoPrivate Trustees SA Teton Trust Company LLCUS tax and regulatory considerations 143Osvaldo GarciaJP Morgan Private BankSasha GrinbergCadwalader, Wickersham & Taft LLPDorothy MehtaFried, Frank, Harris, Shriver & Jacobson LLPWilliam S SchaafCadwalader, Wickersham & Taft LLPDisputes involving private trust companies 171Nicholas HollandJoseph J VivianoMcDermott Will & Emery LLPPart II. Non-US jurisdictionsBermuda 191Ashley FifeKeith RobinsonCarey Olsen Bermuda LimitedBritish Virgin Islands 201Fraser AllisterAndrew MillerBedell CristinCayman Islands 211Fraser AllisterAndrew MillerBedell CristinGuernsey 221Joanna CaenNatasha KappCarey Olsen (Guernsey) LLPHong Kong 231Patricia WooSquireIntroduction 7Todd D MayoWealth structuring strategistPart I. Design and operation of private trust companiesConsiderations when forming a private trust company 11Todd D MayoWealth structuring strategistOwnership and governance structures 33Vanessa SchrumAppleby (Bermuda) LimitedKathryn von MatthiessenKatten Muchin Rosenman LLPCoordinating with the family office 45Sara SchroterMichelle L WolfeMeritus Trust Company LimitedFacilitating essential communication with family members 67Babetta von AlbertiniInstitute for Family GovernanceHelping hands: utilising service providers 89Ryan M HardingGarden Trust CompanyJonathan W MottoMcDermott Will & Emery LLPInternal controls 109Elise J McGeeMcDermott Will & Emery LLPBeneficial ownership registers: the balance between transparency and privacy 123Paolo PanicoPrivate Trustees SA Teton Trust Company LLCUS tax and regulatory considerations 143Osvaldo GarciaJP Morgan Private BankSasha GrinbergCadwalader, Wickersham & Taft LLPDorothy MehtaFried, Frank, Harris, Shriver & Jacobson LLPWilliam S SchaafCadwalader, Wickersham & Taft LLPDisputes involving private trust companies 171Nicholas HollandJoseph J VivianoMcDermott Will & Emery LLPPart II. Non-US jurisdictionsBermuda 191Ashley FifeKeith RobinsonCarey Olsen Bermuda LimitedBritish Virgin Islands 201Fraser AllisterAndrew MillerBedell CristinCayman Islands 211Fraser AllisterAndrew MillerBedell CristinGuernsey 221Joanna CaenNatasha KappCarey Olsen (Guernsey) LLPHong Kong 231Patricia WooSquire Patton BoggsJersey 241Robert DobbynCarey Olsen Jersey LLPSevyn KalsiBedell Cristin Jersey PartnershipPart III. US jurisdictionsFlorida 255Christopher W BoyettNichole D ScottJohn L StansburyHolland & KnightNevada 267Thomas M CotaJason NomsenMatthew TobinSDTC Services of Nevada LLCNew Hampshire 281Steven M BurkePatrick O CollinsMcLane MiddletonTodd D MayoWealth structuring strategistSouth Dakota 325James PaladinoSouth Dakota Planning CompanyMatthew TobinSouth Dakota Trust Company LLCTennessee 343John M BungeAaron B FlinnJill C MastroianniHolland & Knight (formerly with Waller Lansden Dortch & Davis)Wyoming 355Christopher M ReimerAmy M StaehrLong Reimer Winegar LLPAbout the authors 365About Globe Law and Business 379 … (more)
- Edition:
- Second edition
- Publisher Details:
- London : Globe Law and Business
- Publication Date:
- 2023
- Extent:
- 1 online resource (350 pages)
- Subjects:
- 346.059
Trust companies
Trusts and trustees - Languages:
- English
- ISBNs:
- 9781787429628
9781787429635 - Related ISBNs:
- 9781787429611
- Notes:
- Note: Description based on CIP data; resource not viewed.
- Access Rights:
- Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
- Access Usage:
- Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.
- View Content:
- Available online (eLD content is only available in our Reading Rooms) ↗
- Physical Locations:
- British Library HMNTS - ELD.DS.802591
- Ingest File:
- 20_057.xml