Panel participants who are investment professionals will discuss current market conditions, social investing, investing for individuals vs. trusts, and portfolio diversification.
5th Annual Fall Forum
Fall Forum 2021 – October 28 & 29
We would like to thank all of our sponsors including our Platinum and Gold sponsors! Without all of them, this event would not be possible. Thanks so much for your contributions to this event!
Below is the agenda for each day of our Fall Forum. We look forward to seeing you there! The link to the presentation materials will be sent to registered participants.
CONTINUING EDUCATION CREDITS
The Fall Forum is securing credit approval for several types of CE including CTFA, CFA and CLE for Minnesota and Iowa. Confirmation will be posted as soon as they are received.
7:00 - 8:00 AM
Breakfast & Registration
8:00 - 8:45 AM
8:45 - 9:45 AM
The Latest 2021 Trends & Updates Regarding Trust and Estate Planning & The Importance of South Dakota Trust Situs | Al W. King III J.D., LL.M., AEP (Distinguished), TEP
The presentation will discuss the most popular trust planning strategies and the many reasons families from across the Globe select South Dakota as their trust jurisdiction of choice. The discussion will focus on how the modern South Dakota trust , tax, privacy and asset protection laws can benefit families in times of economic ,tax and other uncertainties. This will include how South Dakota can help with the recent Biden tax proposals. The presentation will also discuss how families utilize modern trust administration structures providing them flexibility and control in perpetuity.
9:45 - 10:00 AM
10:00 - 11:00 AM
Across the years: Preparing & Preserving Intergenerational Wealth | Marc Pace
The largest generational money transfer in history is already upon us. As baby boomers pass trillions of dollars to their Generation X and millennial offspring, how are you positioned to help your clients with a smooth transfer of that family wealth? And how is your practice equipped to retain the business of surviving spouses and younger generations when they inherit assets? Advisors like you play a crucial role in stewarding this money in motion. Full of examples, this presentation provides you and your business with a practical, step-by-step roadmap to assist clients in preserving their generational wealth.
11:00 AM - NOON
Hot Topics in US Planning for Foreign Clients | Mary Akkerman
12:15 - 1:15 PM
Lunch with Keynote Speaker – Leading & Thriving Through Anxious Times: Managing Remote Work Burnout | Morra Aarons-Mele
1:30 - 2:30 PM
Marijuana Panel: Rolling Along or Smoke and Mirrors: The current status of the Marijuana related issues in South Dakota | Panelists: Lisa Prostrollo & Brendan V. Johnson | Moderator: Pat Goetzinger
2:30 - 3:30 PM
Securing your organization in a changing world | Alex Hamerstone
It seems that every day there is more bad news about the threats to organizations and their data, with no sign of hackers letting up any time soon. Despite this, there are many things that organizations can do to increase their security. In this presentation we will discuss the most common threats, how to understand the actual risk to your organization, and provide information on what can be done to become more secure.
3:30 - 3:45 PM
3:45 - 4:30 PM
Surfing the waves of foreign trust reporting & taxation | Beatrice Skyberg
This presentation is intended to navigate the audience through the complexities of U.S. taxation and information reporting requirements for the foreign trust. It will also explain the compliance obligations related to the domestic trusts with foreign assets or foreign beneficiaries. Topics to be covered:
- Is it a foreign trust or domestic trust?
- If it is a domestic trust, are we off the hook from foreign reporting?
- If foreign trust, what’s next?
- What are the reporting obligations of trustee, grantor, beneficiary and underlying entities?
- Penalties and Possible Abatement
4:30 - 5:30 PM
Avoiding Litigation in Directed Trusts | Jay W. Freiberg
4:30 - 5:30 PM
Student Panel & Speed Interviews | Panelists: Amy Bourne, Austen Erickson, Christopher Holtby, Tim Kuhman, & Karl Lund
Student attendees will have an opportunity to learn more about a career in the trust industry as well as participate in “speed interviews” with SDTA member organizations. Organizations pre-registered to participate.
5:30 - 7:30 PM
Cocktail Hour / Networking Social (In Person Only)
Presented by the South Dakota Trust Association