An Overview of Private Trust Companies
Cadwalader's Robert Lawrence, Dean Berry and Osvaldo Garcia will participate in a virtual panel that discusses private trust companies.
The virtual panel, hosted by Christopher S. Moore, President, CSM Capital, will provide essential background for families exploring a private trust company. Topics include:
- What is a private trust company?
- When and why should a family consider establishing one?
- What is the typical structure and how does one set one up?
- Pros and cons of a private trust company
- Offshore versus onshore considerations
- Costs, tax issues, and risks