Insights | Private Client

INSIGHTS

Why Are Private Trust Companies Becoming More Popular?

Private trust companies (PTCs) offer more privacy, flexibility, and potential cost savings to families. But how are they different from or like a family office or a corporate trustee?

Judith Pearson

Insurance for a Private Trust Company: 4 Common Policies

If you own or manage a private trust company, what insurance do you need? Read more for a broad overview, including the background of regulations, typical insurance policies, and what each policy insures.

California Affluent Personal Insurance for Homeowners: 2023 Market Outlook

Learn how to overcome common challenges that California homeowners are facing in the affluent personal insurance market.

Cyber Liability for Trustees: Preventing and Managing Breaches

Find out about cybercrime affecting trustees and what you can do to protect yourself and your clients.

Why Are Private Trust Companies Becoming More Popular?

Private trust companies (PTCs) offer more privacy, flexibility, and potential cost savings to families. But how are they different from or like a family office or a corporate trustee?

What Should Trustees Know About the Corporate Transparency Act (CTA)?

The Corporate Transparency Act goes into effect on January 1, 2024. Learn what the CTA is, the new reporting requirements, and how it affects trustees.

Does a Personal Umbrella Policy Cover a Trustee?

Do you need a separate trustee liability policy if you have an extension option under your excess umbrella policy? Look closely at the proposed endorsement—the answer is likely yes.

Water, Water Everywhere: How to Prevent the Avoidable Home Flood

Learn what preventative measures you can take to minimize and prevent water damage altogether, and protect your assets and your time.

Managing the Risk of Floods

In a rainy season, it's important to understand your flood risk. What is a flood? What proactive steps can be taken? How to obtain the right coverage.

Declining Mental Capacity and How It Affects Estate Plans

When it comes to estate planning, the challenge is identifying ADRD at a time when the plan can be put in place before the individual’s condition deteriorates.

Boards Buy D&O Insurance—Shouldn’t Trustees Also be Protected?

Trustees are exposed to some of the same risks as directors and officers. Learn more about that risk.

Selecting a Trustee: Individual versus Corporate versus Independent

Learn what companies are doing to keep email secure, the common warning signs of a malicious email, and which email attachments are generally safe to open—and which aren't.

Is a Special Needs Trust Right for You?

Find out how a special needs trust can ensure the financial security of a special-needs loved one, without jeopardizing their public assistance payments.