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

The following list represents just a small selection of the most recent speeches given by South Dakota Trust Company staff and founders:

• Boston Estate Planning Council - May 2016

• Tiger 21 Meeting - May 2016

• Trusts & Estates Magazine Webinar - April 2016

• Palm Springs Luncheon - April 2016

• Desert Estate Planning Council - April 2016

• South Dakota Law Review Symposium - April 2016

• Berks County Estate Planning Council - March 2016

• Lenox Advisors, Inc. Presentation - February 2016

• Heckerling Institute on Estate Planning - January 2016

• Westchester Estate Planning Council - December 2015

• North County San Diego Estate Planning Council - October 2015

• Notre Dame Tax & Estate Planning Institute - September 2015

• Guardian's BRC Symposium - August 2015

• Northwestern Mutual Symposium – June 2015

• Penn Mutual Symposium – June 2015

• Million Dollar Roundtable - June 2015

• American Bar Associations Webinar - June 2015

• Advisors In Philanthropy (AIP) Annual Conference - April 2015

• Institute for Private Investors (IPI) Roundtable - March 2015

• Family Office Exchange (FOX) Webinar - February 2015

• Fourth Annual Institute on Tax, Estate Planning and the Economy: STEP/University of California Seminar - January 2015

• Heckerling Luncheon Seminar - January 2015

• Hawaii Tax Institute - November 2014

• Society of Financial Service Professionals - November 2014

• WealthManagement.com Webinar - October 2014

• National Association of Personal Financial Advisors (NAPFA) Webinar - September 2014

• Institute for Private Investors (IPI) Roundtable - September 2014

• Northern Florida Estate Planning Council - May 2014

• Ave Maria School of Law - April 2014

• Third Annual Institute on Tax, Estate Planning and the Economy: STEP/University of California Seminar - January 2014

• Heckerling Luncheon Seminar - January 2014

• Inland Empire Estate Planning Seminar - November 2013

• Hawaii Tax Institute - October 2013

• Lorman's New Era of Estate Planning - July 2013

• Minnesota CLE's Probate and Trust Conference - June 2013

• 2013 Business and Economic Forum - May 2013

• Central New York Estate Planning Council - May 2013

• Southern Nevada Estate Planning Council – March 2013

• SDTC's Annual Heckerling Luncheon- Jan 2013 (Orlando)

• Red River Valley Estate Planning Council – Nov 2012

• Bergen County Estate Planning Council – Nov 2012

• Hawaii Tax Institute on Estate Planning – Nov 2012

• CalCPA Peninsula/Silicon Valley Annual Estate Planning Symposium – July 2012

• West River Estate Planning Council – June 2012

• Family Office Exchange Webinar – May 2012

• Sioux Falls Estate Planning Council – Apr 2012

• Southern Arizona Estate Planning Council – Mar 2012

• SDTC's Annual Heckerling Luncheon- Jan 2012 (Orlando)

• Hawaii Tax Institute on Estate Planning – Dec 2011

• Estate Planning Council of New York City's Estate Planner's Day- May 2011

• NYCPA Family Office Group- Feb 2011

• Family Office Exchange (FOX)- Feb 2011

• SDTC's Annual Heckerling Luncheon- Jan 2011 (Orlando)

• NAEPC Annual Conference- Nov 2010

• South California Tax Institute- Oct 2010

• Hawaii Tax Institute- Oct 2010

• Interactive Legal Webinar- Sept 2010

• American Bar Association (ABA) Webinar - June 2010

• Ventura County EPC - May 2010

• SDTC's Annual Heckerling Luncheon – Jan 2010 (Orlando)

• Family Office Exchange Webinar – Jan 2010

• Institute for Private Investors (New York, NY) – Dec 2009

• Wealth Counsel Annual Meeting (Chicago, IL) – Aug 2009

• NAEPC Webinar – Mar 2009

• WTAS Webinar – Feb 2009

• Rockland County Estate Planning Council – Feb 2009

• Lorman - Feb 2009

• SDTC's Annual Heckerling Luncheon – January 2009 (Orlando)

• Hawaii Tax Institute - October 2008

• NAEPC Webinar - September 2008

• STEP (San Francisco) - September 2008

• Family Office Seminar (Aventura, FL) – May 2008

• Financial Events International – Advanced Trust Planning (NYC) – 2008

• AALU Annual Meeting (D.C.) – May 2008

• AICPA Tax Strategies for the High-Income Individual (Las Vegas, NV) – May 2008

• SDTC's Annual Heckerling Luncheon - January 2008

• Notre Dame Tax Institute 2007

• Hawaii Tax Institute – Oct 2007

• InfoVisa Technology Conference – Key Note Speaker – Sept 2007 (TX)

• American Bar Association (ABA) Webinar – August 2007

• NYCLE – May 2007

• Lorman – February 2007 (NYC)

• AXA Equitable Agents –Feb 2007 (Boca Raton)

• SDTC's Annual Heckerling Luncheon – January 2007 (Orlando)

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)

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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.