Webinar Library

On-Demand Webinars

Learn about trust administration, asset protection, and more.

Estate Tax Exemption Sunset: Are You Prepared?

Now available on-demand, watch an insightful online webinar led by our Chief Fiduciary Officer, Michael Dunn. This event provides valuable insights into the imminent changes in estate tax exemptions and demonstrates the strategic use of trusts in estate planning. Attendees will gain a comprehensive understanding of the estate tax exemption sunset, and explore effective trust planning techniques.

The Power of decanting: irrevocable ≠ immovable

Watch our on-demand webinar and delve into the transformative concept of trust decanting and discover how you can strategically reshape your irrevocable trusts, providing more flexibility and control over your assets. Our Chief Fiduciary, Michael Dunn, provides practical insights that will empower you to navigate the complexities of trust management.

State Laws Governing Trust: Why It Matters and What You Can Do About It

Watch our on-demand webinar and explore the impact of state laws on trust management and asset protection. Gain insights from Michael Dunn, Chief Fiduciary, as he shares actionable strategies. Whether you are a trustee, beneficiary, or financial advisor, this webinar provides invaluable insights into securing financial legacies.

The Golden Questions: How to Grow your book of business

Learn what you can do TODAY to protect relationships. In this on-demand webinar, we provide a step-by-step guide for advisors to grow their book of business and see long-term success.

Location Matters

South Dakota Jurisdiction

Nationwide Services

We are authorized to provide nationwide services and we are regulated by the South Dakota Division of Banking. When it comes to wealth planning, choosing the right jurisdiction is imperative.

South Dakota has earned the reputation as the leading place to form a new trust or to move an existing trust. The state is consistently ranked as THE most favorable or among the most favorable trust jurisdictions.

Some of the advantages of a South Dakota license include the state’s:

Innovative and flexible trust laws, such as the ability to hold non-conventional assets in trusts,
Modern asset protection and dynasty trust capabilities,
Reliable judiciary,
Low tax burdens,
Fiscally sound government and
Pro-business legislature and business-friendly regulations.

Trust Management Options

You want The Best For Your Family

Get The Best Know-How

Your family has worked hard to build, assemble and protect your trust’s assets. No one wants to guess the rules and regulations tofigure things out on their own.

The fiduciary responsibilities involved with trust management are complicated. To properly assume fiduciary responsibilities, you needadvanced legal, accounting, and tax know-how just to start.

Let us help you.

We have the experience to help you through this challenge successfully.