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1st Annual Dynasty Trust State Rankings Chart Released

Nationally known estate planning and asset protection attorney Steve Oshins recently published a Dynasty Trust State Rankings Chart at http://www.oshins.com/images/Dynasty_Trust_Rankings.pdf.  Like his annual Domestic Asset Protection Trust State Rankings Chart at http://www.oshins.com/images/DAPT_Rankings.pdf, the Dynasty Trust Chart breaks down the material differences among the leading trust jurisdictions so the end-user can make an informed decision when […]

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New Article on Nevada Asset Protection

The article was recently published in CCH Estate Planning Review and is entitled “Asset Protection in the Desert: Nevada’s Rules, Recent Developments, and Advantages.”    

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In Case You Missed It…The Trust Advisor Is Hosting a Second Webinar on Asset Protection Trusts

A little over a week ago, Provident Trust Group presented at a webinar hosted by The Trust Advisor, entitled “Strategies for Sheltering Wealth Using Asset Protection Trusts.”  Due to popular demand, The Trust Advisor will be hosting this same webinar, again, on Thursday, June 28, 2012, from 2:00pm – 3:00pm ET.  Provident is very pleased […]

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Virginia Enters the Asset Protection Arena

On April 4, 2012, Governor McDonnell signed into law Senate Bill 11, which added sections 55-545.03:2 and 55-545.03:3 to the Code of Virginia, thereby allowing self-settled spendthrift trusts to be established in Virginia.  Effective July 1, 2012, Virginia joins the ranks of other domestic asset protection trust states, including Nevada, South Dakota, Alaska, Delaware, Hawaii, […]

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Provident Trust Group in the Las Vegas Review-Journal

Provident Trust Group has been mentioned in a recent article in the Las Vegas Review-Journal, entitled “Co-Signer.com Helps People Get New Lease on Life.”  The article, dated May 29th and authored by Hubble Smith, takes a look at Co-Signer.com, a company founded in October 2011 by Las Vegas businessman Mike Chernine.

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3rd Annual DAPT State Rankings Chart Released

Each year, nationally known estate planning and asset protection attorney Steve Oshins publishes a chart ranking the various states that allow self-settled spendthrift trusts.  Recently, he released the 3rd Annual Domestic Asset Protection Trust State Rankings Chart, which, notably, for the first time since the chart’s inception, assigns numerical rankings to each state. This latest […]

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Provident Presenting at The Trust Advisor’s Webinar on Asset Protection Trusts

The Trust Advisor will be hosting a 60-minute webinar, entitled “Strategies for Sheltering Wealth Using Asset Protection Trusts.”  The webinar will examine uses and advantages of domestic asset protection trusts (“DAPTs”) as well as key differences between the states that allow them.  In particular, the webinar agenda will include a discussion of: several asset protection […]

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Provident Trust Group CEO Named Entrepreneur of the Year

Provident Trust Group is pleased to announce that its CEO, Theresa Fette, has been named Entrepreneur of the Year.  As reported by the Las Vegas Review-Journal, the award is being presented by the Las Vegas chapter of The Entrepreneurs’ Organization. The Review-Journal article notes that “Theresa Fette helped expand Provident Trust Group’s assets from $400 […]

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Provident Trust Group in The Wall Street Journal

Provident Trust Group has been mentioned in an article in The Wall Street Journal, entitled “IRAs Get Sexier,” by Laura Saunders.  As the title indicates, the article is intended to inform readers about the opportunity to put unusual, exotic assets in an IRA.  Indeed, the subtitle of the article reads: “Disillusioned With Returns on Conventional […]

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The Trust Advisor Lists Provident Trust Group as One of America’s Most-Advisor Friendly Trust Companies

The Trust Advisor has released its 2012 Winners List of America’s most advisor-friendly trust companies.  Provident Trust Group is honored to be one of just eleven trust companies to be included on this list.  The Trust Advisor explains that: “With over 1,700 trust providers to choose from, we’ve spotted only a handful rolling out the […]

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