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Spencer Fane Team to Highlight PFTCs and SPEs in Upcoming Webinar

July 26, 2022

Spencer Fane attorneys Vincent Aiello, Joshua Decker, and Serena O’Neil will present on structuring private family trust companies (PFTCs) and special purpose entities (SPEs) for high net worth individuals and families at Strafford webinar on August 2.

During the presentation, Structuring Private Family Trust Companies and SPEs for High Net Worth Individuals and Families, the attorneys will discuss the benefits and risks of PFTCs and other separate entities, describe ownership structures, and detail state law considerations in setting up PFTCs and other incorporated vehicles for holding family wealth.

At Spencer Fane, Vincent helps business owners solve legal problems to secure revenue flow and reduce business risks. He frequently advises individuals and businesses on complex commercial, bankruptcy, fiduciary, and trust litigation.

Joshua focuses his practice on estate planning, tax planning, and trust and estate administration. He helps families navigate all areas of estate planning with special knowledge in special needs planning and charitable giving.

Serena is a tax, trusts, and estates attorney who drafts estate plans, advises fiduciaries, and works with personal representatives and trustees to guide them through trust and estate administrations. Her focus is to make sure that her clients’ big picture estate plans are practical and address their unique goals for managing and passing wealth between generations.

Register for the event here.