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)