About South Dakota Planning Company
Typical Client Estate Plan
Why South Dakota?
Unique South Dakota Laws
Unlimited Trust Duration
State Income Tax Savings
Premium Tax Savings
Asset Protection
Reformation and Decanting
Privacy Statutes
International Families
Management Biographies

Promotional Materials

SDTC has marketing materials, fee schedules and other information pertaining to all of it's products and services. For example, some of the marketing pieces available upon request are as follows:

"South Dakota Trust Company - General Information Brochure"

"The Modern South Dakota Dynasty Trust"

"The South Dakota Asset Protection Advantage"

"South Dakota Directed Trusts, Trust Protectors & Special Purpose Entities"

"Modernizing an Existing Irrevocable Trust: Reformation/Modification and Decanting"

"Planning for Large Domestic Insurance Premiums"

"Private Label Trust Services"

"South Dakota as a Situs for International Families"

"Trust Administration for the Ultra Wealthy: The Private Family Trust Company and Other Key Alternatives"

"Private Trust Company 101"

"The Answer to Family Office Regulatory Reform- The Private Family Trust Company"

"Powerful Trust Planning Opportunity 2014"

Selected copies of SDTC's published articles and speeches are also available upon request:

Please see speeches and publications


South Dakota Trust forms and required language are also available to advisors on the following topics:

Dynasty Trust Sample Forms

Premium Tax Trust Sample Forms

Premium Tax LLC Sample Forms

Advisor Language

trust accounts representing more than $28 billion in assets under administration.

200 combined years of experience.

worked with more than 25% of the Forbes 400.

more than 25 types of trusts available.

work with most types of Non-Financial Assets.

several Private Family Trust Company relationships worth in excess of $80 billion

ranked annually one of the top advisor friendly trust companies by Bloomberg magazine.

rated the best trust jurisdiction in the U.S. by Trusts & Estates magazine (1/04; 1/07; 1/10; 1/12; 1/14)

The information on this Private Trusts website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.