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6th Annual Fall Forum

October 6 & 7 2022

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Presented by the South Dakota Trust Association

Panel participants who are investment professionals will discuss current market conditions, social investing, investing for individuals vs. trusts, and portfolio diversification.

Fall Forum Logo

5th Annual Fall Forum

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Fall Forum 2021 – October 28 & 29

Diamond Sponsor

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.


CTFA, CISP, CRSP – American Bankers Association (ABA) Professional Certifications has approved 2021 Fall Forum for: 2.5 CISP, CRSP, 10.75 CTFA credit – APPROVED NON-ABA CE search for training will appear as: South Dakota Trust Association | 2021 Fall Forum. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor.

CLE – Iowa has approved 11.75 hours for the in-person or virtual event. 

CLE – Minnesota has approved 11 hours of standard credit for the in-person or virtual event.  Attorneys wishing to receive credit for this course must report the attendance in their OASIS portal at www.cle.mn.gov. Event code is: 416880

7:00 - 8:00 AM
Breakfast & Registration
8:00 - 8:45 AM
SDTA Board Member Committee Reports & SDTA Highlights | SDTA Board Members
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
Morning Break
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
South Dakota is a top jurisdiction for non-US clients seeking trusts administered in the United States.  This segment will cover the concept of a foreign trust administered in the US, which types of US trusts are typically used by foreign clients, and how to migrate offshore trusts to the US.
12:15 - 1:15 PM
Lunch with Keynote Speaker – Leading & Thriving Through Anxious Times: Managing Remote Work Burnout | Morra Aarons-Mele
Too much screen time, too many video calls and too few boundaries make working from home hard for all of us. Podcast host, business owner, and anxious introvert Morra Aarons-Mele will share honest advice and actionable steps to set limits, protect your energy, and manage uncomfortable feelings during this challenging time.
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: Brendan V. Johnson & Pat Goetzinger
In November 2020, the voters of South Dakota approved Constitutional Amendment A allowing the recreational and medical use of marijuana in SD. There has been a challenge in the courts regarding its constitutionality. Panelists will discuss the history of Amendment A and what has been transpiring in reaction to the events over the past year.
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
Afternoon Break
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
Directed trusts continue to grow in popularity. And with good reason. They allow a trust settlor to direct in advance the management of trust assets and beneficiaries. Many states, including South Dakota, have facilitated the growth of directed trusts with broad exoneration statutes. However, these statutes may have an inadvertent downside — complacency amongst directed trustees, seemingly secure that they are insulated from liability.  Such complacency, of course, needs to be avoided. Indeed, what makes directed trusts so appealing also makes them ripe for potential litigation. For example, a unique or special asset like a family business may be particularly well suited for a directed trust. But these assets are trickier to manage than a basket of stocks and bonds. Similarly, beneficiaries requiring extra attention may also be appropriate for a directed trust but, again, this beneficiary raises the risk profile. In order to avoid liability, directed trustees, and the other fiduciaries that work with them, must be vigilant in adhering to direction and otherwise carefully carrying out their particular role. We will discuss how best to accomplish this with a goal we can all agree is a worthy one — litigation avoidance.
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