How does a private trust work?

Private trust companies are designed to preserve ownership of family wealth, which may include business assets, real estate, alternative assets such as hedge funds or private equity. These assets are managed by the trustee in ance with the wishes of the family.

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Q: What is mod PT?

Use this form if in the last 5 years, you or your partner have been involved with or have transferred funds or assets to a private trust that has not been vested. Download and complete the Private Trust form.

this form If, in the last 5 years, you (and/or your partner) have been involved with or have transferred funds or assets to a private trust that has not been vested, you will need to complete this form. If, in the last 5 years, you (and/or your partner) have made any type of gifts involving a private trust (either active or vested) you will also need to complete this form. If the private trust is now vested and no gifts need to be declared, you do not need to complete this form. However, you w.

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