Presentations & PublicationS
Where to Invest Your Trust? Private Trust Company or Institutional Trustee?, The Families in Business Conference, San Francisco, CA, May 27, 2008
(By John P.C. Duncan except as noted.)
Expert Perspectives on the Private Trust Company, The 7th Annual Family Office Symposium, Aventura, FL, May 22, 2008
Comparing Strategic Structures For Strategic Families—The Private Trust Company, BNY MELLON Wealth Management Family Office Forum, New York, NY, May 1, 2008
The Role of a Binding Constitution in a Strategic Family Structure, BNY MELLON Wealth Management Family Office Forum, New York, NY, May 1, 2008
Challenges & Trends in Serving Ultra-High Net Worth Families, Trust Management Association, Inc., Spring Conference, Phoenix, AZ, April 26, 2008
Strategic Structures for Strategic Families—The Private Trust Company, 33rd Annual Notre Dame Tax and Estate Planning Institute, South Bend, IN, October 11–12, 2007
Duncan and Anita M. Sarafa, The Coordination Gap: Ordering Relationships Among Trustees, Co-Trustees, Protectors, Advisors and Other Trust Participants, 33rd Annual Notre Dame Tax and Estate Planning Institute, South Bend, IN, October 11–12, 2007
Strategic Structures for Strategic Families—The Private Trust Company, Institutional Investor's 5th Annual Integrated Wealth Management Forum, New York, NY, September 10–11, 2007
Strategic Structures for Families: Family Offices and Private Trust Companies, Chicago Estate Planning Council 2006-2007 Luncheon Program, Chicago, IL, March 22, 2007
Duncan, Chairman, When Trusts Are Not Enough—Strategic Family Plans Also Require a Strategic Structure: The Private Trust Company, 41st Annual Heckerling Institute on Estate Planning, Orlando, FL, January 10, 2007
-
Duncan, Introduction to Family Strategic Capital and the Private Trust Company, 41st Annual Heckerling Institute on Estate Planning, Orlando, FL, January 10, 2007
-
Conway, Two Sides of the Private Trust Company Coin: Tax Challenges and Opportunities, 41st Annual Heckerling Institute on Estate Planning, Orlando, FL, January 10, 2007
Implications of New Hampshire's New Trust Laws for Progressive Trust Law States—From the Perspective of the Principal Authors, Illinois Corporate Fiduciaries Association, Chicago, IL, October 10, 2006
Duncan and Conway, New Hampshire’s Trust Modernization and Competitiveness Act of 2006, Boston Bar Association Estate Planning Committee Brown Bag Lunch, Boston, MA, September 21, 2006
New Hampshire’s Trust Modernization and Competitiveness Act of 2006, New Hampshire Bankers Association 2006 Legislative Wrap-Up, Concord, NH, June 22, 2006
Designing a Family Governance Structure to Successfully Implement a Multi-Generational Plan, Wharton Global Family Alliance Conference, Dubai, U.A.E., March 22, 2005
Off-Shore and On-Shore Private Trust Companies: Complementary Strategies, International Estate Planning Committee, American College of Trust and Estate Counsel Annual Meeting, March 10, 2004
(By John P.C. Duncan except as noted.)
Please register for full access to these publications:Duncan Associates Firm Profile, November 2007
legislation
Duncan and Conway (principal authors), Trust Modernization and Competitiveness Act, S.B. 394, 2006 Session, effective August 19, 2006 (Act)
Presentation Materials
Comparing Strategic Structures For Strategic Families—The Private Trust Company, BNY MELLON Wealth Management Family Office Forum, New York, NY, May 1, 2008
The Role of a Binding Constitution in a Strategic Family Structure, BNY MELLON Wealth Management Family Office Forum, New York, NY, May 1, 2008
Challenges & Trends in Serving Ultra-High Net Worth Families, Trust Management Association, Inc., Phoenix, AZ, April 26, 2008
Strategic Structures for Strategic Families—The Private Trust Company, 33rd Annual Notre Dame Tax and Estate Planning Institute, South Bend, IN, October 11–12, 2007 (Outline)Duncan and Anita M. Sarafa, The Coordination Gap: Ordering Relationships Among Trustees, Co-Trustees, Protectors, Advisors and Other Trust Participants, 33rd Annual Notre Dame Tax and Estate Planning Institute, South Bend, IN, October 11–12, 2007 (Outline)
Strategic Structures for Families: Family Offices and Private Trust Companies, Chicago Estate Planning Council 2006-2007 Luncheon Program, Chicago, IL, March 22, 2007 (Slides)
Duncan, Chairman, When Trusts Are Not Enough—Strategic Family Plans Also Require a Strategic Structure: The Private Trust Company, 41st Annual Heckerling Institute on Estate Planning, Orlando, FL, January 10, 2007 (Full Panel Materials and Slides)
Duncan, Introduction to Family Strategic Capital and the Private Trust Company, 41st Annual Heckerling Institute on Estate Planning, Orlando, FL, January 10, 2007 (Outline)
Conway, Two Sides of the Private Trust Company Coin: Tax Challenges and Opportunities, 41st Annual Heckerling Institute on Estate Planning, Orlando, FL, January 10, 2007 (Outline)
Implications of New Hampshire's New Trust Laws for Progressive Trust Law States—From the Perspective of the Principal Authors, Illinois Corporate Fiduciaries Association, Chicago, IL, October 10, 2006 (Slides and Comparison Chart)
Designing a Family Governance Structure to Successfully Implement a Multi-Generational Plan, Wharton Global Family Alliance Conference, Dubai, U.A.E., March 22, 2005 (Slides)
Off-Shore and On-Shore Private Trust Companies: Complementary Strategies, International Estate Planning Committee, American College of Trust and Estate Counsel Annual Meeting, March 10, 2004 (Comparison Chart)
articles—By Firm
Duncan & Conway, Anticipated: Ruling on PTCs and Setting the Record Straight [on PTCs], Trusts & Estates magazine. July 2006 (Articles)
Master and Commander: Today's Complicated Trust Structures Demand A Firm Hand, Trusts & Estates magazine. December 2003 (Article)
The Private Trust Company: It Has Come of Age, Trusts & Estates magazine. August 2003 (Article)
Articles—firm featured
Silverman, Rachel Emma, Matters of Trust: Super-Rich Set Up Companies, Wall Street Journal, August 4, 2007 (Article)
Tooher, Nora Lockwood, Family Trusts Branch Out—Multiple Advisers Divvy Up Trust Companies, Lawyers USA, September 10, 2007 (Outline)
New Hampshire Trust Modernization Articles
Duman, Jill, The Granite Gambit, Worth magazine. August 2006 (Article)
Silverman, Rachel Emma, States Court Family-Trust Business, Wall Street Journal. June 22, 2006 (Article)
Adler, David, Trust New Hampshire—The Granite State Mines for Trust Gold, Trusts and Estates Wealth Watch News. June 1, 2006 (Article)
New Hampshire's New Trust Statute Creates National Interest, Private Trust Group of America Newsletter. Fall/Winter 2006. Volume VI, Issue 2 (Article)
Book Chapter
"Finding an Outstanding Trustee: What Wealthy Families Look For in a Trustee and How They Get It," Wealthy and Wise (secrets about money), Ed. Heidi Steiger, John Wiley & Sons, Inc. (2002) (Book Chapter)
Please use the "Comments and Inquiries" feature on the Registration page to request a copy of any articles, slides or presentation materials by Duncan Associates attorneys.
Duncan
Associates
Attorneys
and Counselors,
P.C.