10th Annual Fall Forum
October 8 & 9, 2026
At the NEW Canopy by Hilton
Downtown Sioux Falls Steel District
Full schedule and more information will be posted this summer.
Registration will open mid-July.
There is a hotel room block with special group rates at The Canopy by Hilton where the Fall Forum will be held. You can reserve rooms using the link SDTA – Canopy by Hilton Sioux Falls Downtown or by calling the hotel directly at 605-275-4120 and referencing the South Dakota Trust Conference, or group code: 93Q. The block of rooms will be held until September 7th.
Want to become a sponsor? View the opportunities.
Presented by the South Dakota Trust Association
10th Annual Fall Forum
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Fall Forum 2026 – October 8 & 9
Sponsors
We would like to thank all of our sponsors! Without all of them, this event would not be possible. Thank you so much for your contributions to this event!
Diamond Sponsor
Platinum Sponsors
Gold Sponsors
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 has been approved as credit for several types of CE.
American Bankers Association (ABA) Professional Certifications has approved South Dakota Trust Association Fall Forum 2025 for: 11 CTFA, 3.25 CRCM, 1.25 CERP, 1 CAFP credit. APPROVED NON-ABA CE search for training will appear as: South Dakota Trust Association | Fall Forum 2026
Attendee Instructions to self-report for CE Credit:
1. Log into certification record at aba.csod.com.
2. Hover over ADD CE CREDIT select APPROVED NON-ABA CE
3. Enter key word(s) from program title or sponsor name and Select program from search results
4. Click Request and when page refreshes click Mark Complete
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 9.5 hours for the in-person or virtual event.
CLE – Minnesota has approved 9 hours of standard credit Attorneys wishing to receive credit for this course must report the attendance in their OASIS portal at www.cle.mn.gov.
CLE – Nebraska – Nebraska has approved 9.2 hours of credit. The on-line MCLE system must be used to report attendance at this event.
CFA – Any CFA Charterholders in attendance should reach out to their local society and they can credit this to their CFA Institute profile. They usually equate one hour of presentation + Q/A = 1 CE Credit.
5:00 - 6:30 PM
Welcome Reception Sponsored by Sterling Trustees
If you’re in town Wednesday evening, join us for a beverage and light appetizers. A great way to connect with other conference attendees early.
7:15 - 8:15 AM
Breakfast & Registration
8:15 - 8:45 AM
Welcome
8:45 - 9:45 AM
Wealth Planning with Bitcoin | Matt McClintock
Matt will be discussing Bitcoin vs. other cryptocurrencies, ways to own Bitcoin, an overview of tax treatment, risks of single-signature self-custody, securing & transferring bitcoin during life along with advanced strategies using LLCs & trusts.
9:45 - 10:00 AM
Morning Break
10:00 - 10:50 AM
Managing Intergenerational Wealth in a Changing Market: Key Themes for 2027 and Beyond | Adam Cox
As markets evolve and family wealth continues to transition across generations, investors and advisors face a new set of priorities: preserving capital, preparing heirs, and adapting strategies for a more complex environment. This presentation will explore the major market and wealth management themes that will shape 2027 and beyond, including AI-driven change, the growing importance of private markets, shifting client expectations, and the need for more personalized, transparent planning that connects investment decisions to long-term family goals.
11:00 - 11:50 AM
Compliance & South Dakota Division of Banking Updates | Bret Afdahl
South Dakota Division of Banking Director Afdahl will provide updates on regulatory matters and comments on current compliance issues.
12:00 - 1:00 PM
Networking Lunch
1:00 - 1:50 PM
Trust Decanting and Modification Guidance | Daniel Gespass
In recent years, the IRS has taken a noticeably stronger interest in the gift tax consequences of trust decantings and modifications. This session will explore the roots of that heightened scrutiny – from the IRS’s no-rule position in 2011 to CCA 202352018, to the gift tax stance reflected in McDougall – and examine how these authorities interact with the evolving landscape of state fiduciary law.
2:00 - 2:50 PM
Trust Administration & Beneficiary Issues: Working with Beneficiary Addiction & Mental Illness Concerns, Trauma Informed Trust Administration | Amanda Koplin
1 in 5 people struggle with a mental health disorder in the United States and the odds are high that each trustee will have beneficiaries with mental health disorders. Understanding this special population and what to put in place will save trustees time, energy, and frustration, allow beneficiaries to avoid the trauma of being passed along from trustee to trustee, and create a reparative and healing experience of attachment for the beneficiary in their working relationship with the trustee. Trustees will learn questions to ask, resources to provide, and ways to both prevent and address crises as they come up.
2:50 - 3:05 PM
Afternoon Break
3:05 - 5:00 PM
Student Speed Interview Sessions & Student Panel
3:05 - 3:55 PM
The U.S. Beneficiary of a Foreign Non-Grantor Trust: Building Your Toolkit Under OBBBA and the Proposed Foreign Trust Regulations, plus Spotting AML/KYC Issues | Cynthia Brittain
International tax and estate planning attorney Cindy Brittian will discuss cross border planning matters for beneficiaries with foreign non-grantor trusts, touching on important AML KYC and other regulatory issues.
4:00 - 5:00 PM
Emerging Ethical Issues & Hot Topics | Julian Zebot
This program will cover a range of emerging ethical issues within the practice of law, focusing, where applicable, on the trust and estate context. Topics will include ethical considerations with respect to remote or hybrid work arrangements, navigating appropriate boundaries with respect to the increasing use of generative artificial intelligence within the law, and the ethical tensions resulting from evolving know-your-client regulatory requirements.
5:00 - 7:00 PM
Cocktail Hour / Networking Social Sponsored by RSM (In Person Only)
Presented by the South Dakota Trust Association