7th Annual Fall Forum

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Fall Forum 2023 – October 5 & 6


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. Thank you so much for all your contributions to this special event! 

Platinum Sponsors

Gold Sponsors

Below is the agenda for each day of our Fall Forum, 2023. We look forward to seeing you there! The link to the presentation materials will be sent to registered participants.

8:00 - 8:30 AM
Breakfast & Registration
8:30 - 9:20 AM
The Intersection of Estate Planning & Crypto 2.0: Decrypting Crypto | Matt McClintock

The last couple of years has been a wild ride for crypto… but it is still here, and interest is growing. Matt will present the state of asset classes related to the intersection of estate planning, including current regulatory thoughts; along with a discussion on ideas and experiences regarding how to augment estate planning for crypto clients

9:30 - 10:30 AM
Shining Some Light on the Corporate Transparency Act | Christopher Smith

In 2021, Congress passed the Corporate Transparency Act (CTA), aimed at tracking international money launderers. Instead, it exempts public corporations, and is anything but transparent. The law ends up hitting the smallest individually and family owned businesses, charities, and related entities, raising important compliance and privacy concerns. With the clock ticking on the law’s January 2024 effective date, basic questions still remain, including who must file. This session will help shine some much needed light on the lack of transparancy around CTA.

10:30 - 10:45 AM
Morning Break
10:45 - 11:35 AM
IYKYK - DAPTS: If You Know, You Know - Domestic Asset Protection Trusts | Tom Simmons

Domestic Asset Protection Trusts (DAPTs) have been with us onshore for over a quarter of a century. Since their introduction in Alaska in 1997, their recognition has spread to other American jurisdictions. This presentation will study the tax and asset protection developments with DAPTs and offer drafting pointers and tips.

11:45 AM - NOON
Governor's Trust Task Force Update | Members of the Governor's Trust Task Force

Moderated by Patrick Goetzinger, members of the Task Force will discuss the work of the Task Force in shaping South Dakota trust law for the upcoming 2024 legislative session and review  2023. By Executive Proclamation, the Task Force’s goal is to establish and maintain South Dakota’s stature as the premier trust jurisdiction in the United States. The Task Force, the only one of its kind in the nation, is comprised of representatives from the trust industry, recognized as experts in their field, and ex-officio appointments from state government agencies. The panel is a cross section of the Task Force membership. A portion of the discussion will be dedicated to a Q&A session with attendees.

NOON - 12:15 PM
Annual Meeting of the SDTA | Patrick Goetzinger, SDTA Board Member
12:15 PM
Closing Remarks

Presented by the South Dakota Trust Association