SEEC’s Post

Exciting update for Pennsylvania residents! Earlier this year, Pennsylvania became the 20th state to adopt the Directed Trust Act with the passing of Act 64 of 2024. This new law, effective October 13, 2024, gives trust settlors and beneficiaries more control and flexibility by allowing trusted advisors, known as Trust Directors, to provide direction to the Trustee. Whether it’s investment decisions, distributions, or overseeing the trust, Directed Trusts bring a new level of customization to trust administration. Want to learn more? Contact Morella & Associates to explore how Directed Trusts can benefit you! #estateplanning #directedtrusts #Pennsylvanialaw

Thank You for the 5-Star Review! We are so grateful for our wonderful clients and your positive feedback! It was a pleasure serving you and helping with your needs. Your satisfaction is our top priority. Thank you for choosing us! #EstatePlanning #Trusts #AssetProtection #FamilySecurity #FinancialPlanning #LegacyManagement #EstatePlanningLawyer #TrustAttorney #EstatesAttorney #TrustLawyer #LivingTrust #WillsAndTrusts #WillsAndEstates #AssetProtectionLawyer #FuturePlanning #SecureYourLegacy #LegalPlanning

The latest edition of On Watch is now available for download. This issue features articles about the 4% rule, perpetual trusts, legal documents for young adults and the new Corporate Transparency Act and how that affects family-owned entities. Contributors to this issue are David L. Zahn, CPA, CFP, Julie A. McCaughey, JD, Ross W. Nager, MPA, CPA, and Michael J. Hoffman, Sr., JD. Read it now: https://bit.ly/3QLSk4O #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #investmentstrategy #estateplanning #foundationgrantmaking #multigenerationalplanning #wealthtransferplanning

Attention all businesses operating in California! Make sure you're up to date with the state's new disclosure requirements. Check out Lowenstein Sandler LLP's recent client alert for key insights and compliance tips. #antimoneylaundering #moneylaundering #investmentmanagement #californialaw #taxlaw

Attention MSMEs! Learn how to navigate the legal landscape for financial wellness with expert guidance from Oluyemi Orija, Founder of HEADFORT CHAMBERS. 🗓 Date: Tuesday, June 25th, 2024 🕚 Time: 12:00 PM 📍 Register now: https://bit.ly/LSETFLegal Join us for this crucial session this June and take your business to the next level and relieve yourself from any legal problem! #LSETF #LegalClinic

Ever wonder how you can benefit from including trust services into your practice? Us too. From managing assets across generations to preserving family harmony, our latest article explores six key ways you can benefit from our services. 🔗 : https://bit.ly/4fc0rSB

Next week's webinar: Trusts 201 – How To Protect Your Assets Through Trust Strategy May 30th beginning at 1pm Eastern Learn more and save your spot: https://lnkd.in/e6gBQaWg #TrustStrategies #Trusts #EstatePlanning #EstateAndAssetProtection #LawFirmLife #ElderLawGeorgia

Stay ahead of the curve with this must-watch webinar recording! Our panel of experts—Jonathan G. Blattmachr, Alan Gassman, Chriseanna Mitchell, and Martin Shenkman—share actionable insights to help you navigate the CTA filing requirements with confidence. In this session, we cover: ✅ FinCEN’s Beneficial Ownership Guidance and trust filing implications. ✅ Challenges and unanswered questions for trusts owning entities. ✅ Strategies to ensure compliance before the 2024 year-end deadline. 📢 Don’t miss out on this valuable resource—watch now and get the clarity you need! Click below to view the recording: https://lnkd.in/gph2HUCy #CTA #CorporateTransparencyAct #TrustPlanning #Compliance #PeakTrust

The Worrells 2024 State Conference at the Mercure Hunter Valley Gardens really brought home some urgent realities facing business: industries like construction and hospitality are facing heightened insolvency risks. ASIC’s latest findings confirm what many of us in the industry are seeing; insolvencies are on the rise, underscoring the importance of proactive financial management. As someone who’s dedicated to helping businesses safeguard their futures, I can’t stress enough how valuable early legal advice can be. Whether you’re navigating a cash flow challenge or just want to future-proof your business, my team and I at Access Law Group are here to help. Let’s get ahead of these risks together. Reach out for a conversation, protecting your financial stability is a shared priority. Thanks go to Graeme Beattie, Stephen Hundy, Crystal Wright and the team at Worrells for a fantastic event. #WorrellsStateConference #AccessLawGroup #insolvencies #Mitigatingrisk #Legaladvice #Wollongonglawyer Access Law Group (Wollongong, Camden, & Sydney)

Ensure your agency is fully prepared for your fiscal year-end with our May 16th webinar on Appropriations Law and other essential topics. Learn More: https://ow.ly/Y3jl50RvNH1