The Future of the Private Trust Company | McDermott Will & Emery

2023 FOX Private Trust Company Workshop | The Future of the Private Trust Company

Overview


PTCs have been evolving over time, as the industry and states react to protect trusts and beneficiaries, serve constituents, and compete for trust business. A panel of state banking commissioners discussed what they are watching and what’s next for PTCs.

Attendees learned:

  • Factors currently impacting the PTC industry
  • Current focus areas for state legislatures and regulatory agencies
  • Future trends expected for PTCs

Registration Information

Time

11:00 am (CST)

Virtual Event

Speakers


Greg Gonzales, Commissioner, Tennessee Department of Financial Institutions

Jeremiah Bishop, Banking Commissioner, Wyoming Division of Banking

Bret Afdahl, Director, South Dakota Division of Banking

Dig Deeper

Chicago, IL / Speaking Engagements / November 9, 2023

Chicago Family Office Forum

Los Angeles, CA and San Francisco, CA / McDermott Event / November 1 – 2, 2023

West Coast Forum 2023

Chicago, IL / McDermott Event / October 19, 2023

Family Office Tax Roundtable 2023

London / ThoughtLeaders4 Private Client / February 15, 2024

The First Annual Practitioner’s Forum on Trusts in Divorce

Santa Clara, CA / Speaking Engagements / October 5–6, 2023

19th Annual Jerry A. Kasner Estate Planning Symposium

Atlanta, GA / Speaking Engagements / October 30 – November 3, 2023

58th Annual Southern Federal Tax Institute