Possible presentation topics to be presented by South Dakota Trust Company’s Founders and Key Employees:

  • “Private Family Trust Companies and Other Unique Trust Administration Alternatives for the Ultra Wealthy and Their Desired Asset Allocation”
  • “Designing the 21st Century Irrevocable Trust”
  • “Asset Protection Planning in the 21st Century – Fortifying an Estate Plan”
  • “Domestic Asset Protection Trust Planning”
  • “Changing the Situs of a Trust for Income Tax and Other Trust Law Benefits”
  • “Are Irrevocable Trusts Really Irrevocable? – Reformation, Modification, Decanting and Trust Protectors”
  • “Creative Uses of Life Insurance in Trust and Estate Planning – The Latest Trends”
  • “Preserving Family Values by Encouraging Social and Fiscal Responsibility with Incentive Trusts: A Trust Strategy That Works”
  • “Key Considerations for Designing the Modern Trust – Asset Protection, Planning for Special Asset Classes (i.e. Business Investments, Insurance & Real Estate), Important Administrative Provisions, & Tax Considerations”
  • “Planning Opportunities Using Domestic Trust Jurisdictions i.e. Alaska, Delaware, Nevada, New Hampshire, South Dakota & Wyoming”
  • “Anticipating the Unanticipated with Inter-Generational Trust Planning”
  • “Planning with the Modern Dynasty Trust in a Time of Economic and Tax Uncertainty”
  • “The Modern Dynasty Trust – Why? Where? When? How?”
  • “Structuring Long-Term Trusts for the Ultimate Flexibility to Prevent Future Problems”
  • “Domestic Planning Opportunities For International Families”
  • “Trust Planning with Residential Real Estate and Vacation Homes”
  • The Next Tsunami – Charitable Giving with Non-Charitable Trusts: How the Wealthy are Using Modern Trust Structures to Provide Social and Fiscal Responsibility”
  • “Key Considerations in How To and How Not To Structure Domestic Asset Protection Trusts (DAPTs) For Maximum Effectiveness”
  • “Attacking, Defending and Fortifying Domestic Asset Protection Trusts: A Trustee’s Perspective”
  • “Unique and Creative Uses of Modern Trusts Involving Investments and Insurance”
  • “Selecting Modern Trust Structures and Administration Based Upon a Family’s Assets”
  • “Key Considerations for Changing the Situs of a California Trust: Taxes, Privacy, Asset Protection, Investment and Administration Flexibility”
  • “So You want to be a Trustee? – Key Modern Trust Structures and Designs that Maximize this Role along with Asset Protection and Other Key Family Goals (i.e., Privacy, Governance, Family Values, etc.) While Minimizing Fiduciary Liability”