9th Annual Fall Forum

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Fall Forum 2025 – October 9 & 10

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 all your contributions to this special event! 

Diamond Sponsor

Platinum Sponsor

Gold Sponsors

Below is the agenda for each day of our Fall Forum, 2025. We look forward to seeing you there! The link to the presentation materials will be sent to registered participants.

7:45 - 8:15 AM
Breakfast & Registration
8:15 - 9:45 AM
2025 Federal Tax Updates | Sam Donaldson

Stay up to date with this informative and entertaining recap of the big cases, rulings, regulations, and (maybe even) legislation since last year’s Fall Forum in the area of federal income, estate, and gift taxes. Specific topics to be addressed will depend on recent developments but will likely include options for distributing assets from QTIP trusts and the special basis reporting rules applicable to trustees.

9:50 - 10:40 AM
Planning with Community Property Trusts, Special Spousal Trusts, and Directed Trusts | Stefan Szwarc

Information will be posted soon.

10:40 - 10:55 AM
Morning Break
10:55 - 11:40 AM
Recent Developments International Tax & Foreign Trusts | Patrick Martin

Information will be posted soon.

11:45 AM - 12:15 PM
2025 South Dakota Trust Law & Governor's Trust Task Force Updates | Jennifer Bunkers & Patrick Goetzinger

Jennifer Bunkers and Patrick Goetzinger will discuss recent South Dakota legislative and case law developments including a report on the work of the Governor’s Trust Task Force.

12:15 - 12:30 PM
Annual Meeting of the SDTA | Jennifer Bunkers, SDTA Board Member
12:30 PM
Closing Remarks

Presented by the South Dakota Trust Association