Articles and White Papers

New York Private Trust has again been ranked the #1 most advisor-friendly trust company in Delaware. Consecutively holding the top spot in The Wealth Advisor’s rankings since 2014, New York Private Trust was formed as a Delaware chartered trust company to enable clients to gain the benefits of Delaware’s favorable laws. We work together with advisors...  read more

Every advisor who wants to remain relevant in today’s hyper-competitive marketplace needs to cultivate the ability to support clients as their wealth passes across generations. As we’ll see, that means being able to recommend when and where to set up a trust. America’s Most Advisor- Friendly Trust Companies in Delaware 2017

America’s Most Advisor- Friendly Trust Companies in Delaware

How to Modify an Irrevocable Trust Under Delaware Law

The Implementation and Use of Delaware Asset Protection Trusts

Enhancing Your Wealth By Helping Your Clients Enhance Theirs

By Richard P. Trumpler, TEP. Each year several experts create lists of the most favorable trust jurisdictions. These lists currently conclude that approximately a dozen jurisdictions are “best”. They then attempt to parse the nuances of each of the top jurisdictions’ laws to create a ranking within the list of the “best”. These rankings typically...  read more

How to Prepare for the Lapsing $5 Million Gift Tax Exemption By Richard P. Trumpler, TEP. Use the Summer Lull to Get Your Clients Ahead of a Stormy Tax Season Summer is traditionally when investors leave town and many advisors catch up on paperwork, vacation time or sleep. But this year, signs of a storm...  read more

By Richard P. Trumpler, TEP. Chief Operating Officer, New York Private Trust Company Investment advisors for high net worth individuals and families often recognize that their clients should create trusts to meet their financial goals. They also often become aware that their clients have established trusts holding liquid assets which are beyond the manager’s reach...  read more

Types of Trusts Creating a financial or estate plan always involves issues surrounding the safeguarding of assets so they are available as intended for you or your family. Direct gifts or legacies may not be appropriate in situations where the intended beneficiary is unsophisticated, impaired or in an unstable relationship. Because of your wealth or...  read more