Trust Industry Leaders: EPTC Press Releases

Alexis Talia was appointed Director of the Plaintiff Recovery Trust (PRT) by Forward Giving, Inc. (the co-creator and trustee of the PRT). With more than a decade of management consulting experience and a Certified Public Accountant background, Ms. Talia brings deep expertise in strategy, operations, and administration, and will serve as the new point of contact for all PRTs, leading client services and supporting plaintiffs, counsel, and settlement planners.

A new comprehensive guide has emerged catering to those seeking to conduct private placements. This guide outlines the pivotal role of escrow accounts in private placements, providing a secure, regulated structure that safeguards investor assets and boosts investor confidence.

Eastern Point Trust Company (“EPTC”) announced that it entered into a sponsorship with the National Forest Foundation (“NFF”) to provide grant funding in support of NFF’s mission to restore and enhance our National Forests and Grasslands.

Qualified Settlement Funds (QSF) – Listicle of 12 Things to Know. Learn about their purpose, benefits, eligibility, tax implications, QSF administration, etc.

Eastern Point is proud to announce the release of its latest publication, Unveiling the Complex World of Taxable and Tax-Free Settlements.

The co-designer of the Plaintiff Recovery Trust, Lawrence Eisenberg, a tax attorney and founder of Forward Giving, Inc., a 501(c)(3) charity, publishes in Tax Notes an article addressing the double taxation of settlements.

Eastern Point Trust Company (EPTC) has appointed Milan Kmezic as its new Chief Operating Officer. With more than 25 years of international experience across government, commercial, and startup sectors, Mr. Kmezic brings deep expertise in strategic planning, operational excellence, and transformation leadership.

In today's dynamic business landscape, where environmental liabilities pose significant challenges, the Qualified Settlement Fund (QSF) emerges as a beacon of efficiency and reliability.

Eastern Point Trust Company is pleased to announce the release of a new guide designed to address the challenging intricacies of post-settlement litigation disputes.

Eastern Point Trust Company announces new enhancements to its QSF 360 platform. EPTC aims to streamline and secure the administration of settlement funds.

Eastern Point Trust Company delivering Plain-Language Expertise on Complex Trust and Settlement Matters to Attorneys, Advisors, and Institutional Partners

Eastern Point Trust Company introduces the Conditional QSF™, offering conditional settlement funding, improved accountability, and flexible fiduciary oversight