Bulk operations
On-Boarding the Trustee
Dan Felix wraps up his series on Successful Trust Administration. Part 3 brings us useful waypoints for onboarding the trustee.
David Wheeler Newman provides a complete and thorough treatise on gifts of real property.

Charles Rounds takes a new direction, exploring the Hungarian Fiduciary Asset Management Trust. Charles' breadth of knowledge never ceases to amaze.

Foundation in Family Dynamics
Dan Felix bring us part 2 of his series on Successful Trust Administration. Dan always raises interesting questions about things most of us have never considered.
What is Successful Administration? and Legal Considerations
Contributing author Dan Felix begins a new three part series on successful trust administration. Part I sets the stage by reviewing the various components that contribute to the successful operation of a trust.

Author Richard Fox explores the implications of a recent Tax Court Case, Estate of Schaefer, on the calculation of the 10% Remainder Interest qualification necessary when establishing Charitable Remainder Trusts.


Attorney Jane Peebles continues her examination of Lead Trusts.

New contributing author Jane Peebles brings us the first of three articles on Charitable Lead Trusts.

Author Bruce DeBoskey brings evidence that family philanthropy is a key to inter-generational continuity.


Charles rounds asks a provocative question about the very nature of trusts.

A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.

Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
Tom Hubler continues and completes his discussion on forgiveness in family business.
23 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 1 comments
Tom Hubler continues his examination on emotions in family businesses. His thoughts on forgiveness continue here.
Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.
4 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 2 comments
A family business advisor shares his personal story

Author Tom Hubler continues his exploration of emotions in business, this time examining "Gratitude".

The Core Polarity in the Trustscape: Balancing the Trust Creator's Wishes and the Needs of the Beneficiaries
Dan Felix continues his exploration of "polarity thinking" as it applies to trusts. This installment discusses the need to balance the beneficiaries' needs with the grantor's wishes.
Syndicate content
7520 Rates: October 2.0% September 2.2% August 2.2%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry


Recent activity

Whether the trust relationship should be fundamentally transmogrified into a juristic entity/person

Program-Related Investments a key tool for impact investors

Explaining the CRUT to Your Client

Forgiveness as an Intervention in Family-Owned Business: A New Beginning, Part 1 of 2

The Business of Gratitude - Part One

Randy Fox Interviews Gary Shunk on Forgiveness

Planned Gift Gone Bad....You Can't Make This Stuff Up

Charities and Insurance: The Next Big Thing?


Private Foundations and Donor Advised Funds