Call
855-758-7878
Call 855-758-7878
Call
855-758-7878
Call 855-758-7878
Check back soon for updates on upcoming events!
Join our webinar to learn how trust structure directly affects advisor effectiveness and why, for estates with sufficient assets, engaging a corporate trustee typically yields better results than relying on an individual trustee. Naming a family member or close friend as trustee may appear cost‑effective, but it often introduces inefficiencies that undermine professional advice. When financial and tax advisors are drawn into administrative oversight, time is diverted from high‑value planning, creating a quiet but persistent drag on trust performance.
Our featured speaker, Bonita L. Stone, a Litigation Partner at Katten, offers a rare and practical perspective shaped by years of representing both corporate trustees and individuals serving as trustees for family and friends. Through this work, she has seen how well‑intentioned individuals can struggle in fiduciary roles, and how professional trustees create structural advantages that support better outcomes. Bonita’s experience reveals a consistent pattern: trust failures rarely stem from poor investments, but instead from breakdowns in structure, oversight and role clarity.
Join Robert Armstrong, President of Independent Trust Company, for an inside look at the strategies used to build, scale, and transform institutions across banking, wealth management, fund management, and trust services.
As a former CEO and innovator in banking, wealth management, fund management and trust, Mr. Armstrong has worked with UHNW families from several different vantage points. This experience has lead to a process for attracting, advising and creating raving fans across platforms. This is hard-won experience that can assist you with becoming more than the hired help.
Patrick G. Goetzinger is a nationally recognized attorney and key architect of South Dakota’s trust-friendly legal landscape. His insights have helped shape legislation affecting high-net-worth individuals, family businesses, and trust companies alike.
Whether you’re a financial advisor, estate planner, attorney, or trust professional, this on-demand webinar offers a rare opportunity to hear directly from the legal expert who’s helped define the state’s trust laws.
In this on-demand webinar, we explore the powerful advantages of South Dakota trust situs. With its industry-leading asset protection, no state income tax, and flexible trust laws, South Dakota is a top choice for high-net-worth families and individuals looking to safeguard their wealth. The best part? You don’t have to live in South Dakota to benefit from its trust laws. Whether you’re a financial advisor, attorney, or someone looking to optimize your estate strategy, this webinar provides valuable insights into how South Dakota trust law can work for you.
Your wealth deserves the best protection! Discover practical strategies to safeguard your assets from potential liabilities and ensure your financial security. This session is essential for anyone looking to protect their wealth, whether you’re a high-net-worth individual or just beginning to build your portfolio. Don’t miss out on this opportunity to learn from our Chief Fiduciary Officer and Head of Legal, Michael Dunn, and take control of your financial future.
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.
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.
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.
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.