Perspecta Attorneys Draft Friend of the Court Brief

Perspecta Trust Principal and General Counsel Todd Mayo and Vice President of Government Affairs Glenn Perlow prepared a friend of the court (amicus) brief which was filed on behalf of the New Hampshire Trust Council in the New Hampshire Supreme Court, in the matter of In re Teresa E. Craig Living Trust, Docket No. 2017-0532. The brief addresses a question certified to the Supreme Court by the New Hampshire Probate Court regarding application of the pretermitted heir statute. The pretermitted heir statute (RSA 551:10) provides children (and their descendants) who were inadvertently omitted from a will with the same share of the estate they would have received had there been no will (an intestate share). In consideration of this statute, wills that are intended to disinherit one of more children are…

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Perspecta Trust Announces Leadership Appointments

HAMPTON, N.H., Dec. 15, 2017 (GLOBE NEWSWIRE) — Perspecta Trust LLC announced today that Paul M. Montrone, co-founder, Chairman and Chief Executive Officer, has assumed the duties of President. In addition, Stephen J. Tall, Chief Operating Officer, has been appointed to the new role of Chief Fiduciary Officer. He and Anthony Annino, Chief Investment Officer, will report directly to Mr. Montrone. In addition to these changes, John Crowley will succeed Jay Cawley as Perspecta Trust’s Chief Financial Officer, effective January 1, 2018. Mr. Montrone explained, “In anticipation of our firm’s global expansion of its trust and investment services, these appointments will bring more focus to execution of our strategy and the day-to-day management of these areas of our business.” About Perspecta Trust Perspecta Trust is a family wealth strategic advisory…

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Todd D. Mayo to Speak at STEP New York Seminar on January 11, 2018

Todd D. Mayo, Principal and General Counsel of Perspecta Trust, will be speaking at a Society of Trust and Estate Practitioners (“STEP”) New York seminar entitled, “A Comparison of U.S. Trust Jurisdictions” in New York, NY on January 11, 2018. Mr. Mayo will be presenting on settlor intent and sharing trust planning success stories from New Hampshire. For more information on the Society of Trust and Estate Practitioners, please visit their website: www.step.org.  

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The International Family Offices Journal Features Article by Todd D. Mayo

The June 2017 issue of the International Family Offices Journal (4th Edition), features an article by Todd D. Mayo, entitled “Trust Governance Models.”  Mr. Mayo discusses the evolutionary progression of trust governance structures and examines the advantages and disadvantages of various trust models. Please click here to view and/or print the article.   The International Family Offices Journal is a publication of Globe Law and Business: http://familyofficesjournaldirect.globelawandbusiness.com/.  

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The Private Wealth & Private Client Review Features Todd D. Mayo

The August 2016 issue of The Private Wealth & Private Client Review (5th Edition) features a chapter by Todd D. Mayo entitled, “Modern Trust Design.”  Mr. Mayo outlines various key aspects of trust composition, including selecting an optimal governance structure, incorporating a family-controlled entity, and mitigating litigation risk. He further discusses broad considerations in developing appropriate dispositive provisions and protecting settlor intent.  Please click here to view or print a PDF of the select chapter.

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