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 all your contributions to this special 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.
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.
8:00 - 8:30 AM
Breakfast & Registration
8:30 - 9:20 AM
The New Uniform Conflict of Laws in Trusts and Estates Act: Coming Soon to a State Near You! | Ron Scalise
Conflict of laws in trusts and estate is now more common and important than ever before. This presentation will not only explain current law on this developing topic but also provide an overview of the new Uniform Conflict of Laws in Trusts and Estates Act, which was finalized in the summer of 2026.
9:30 - 10:20 AM
Whispers from the Grave - The Gentle Influence of Letters of Wishes | Kim Kamin
Letters of wishes have become an essential tool for clients. If done well, they can provide significant guidance for trust fiduciaries for generations to come. But if done poorly, they can cause confusion and conflict. This program is designed to provide an overview of what client advisors and fiduciaries alike need to know about Letters of Wishes, approaches for helping clients draft them, the relevant case law and statutes, and some suggestions for best practices.
10:20 - 10:40 AM
Morning Break
10:40 - 11:30 AM
Avoiding Scorched Earth: Common Mistakes and Tips for Managing Conflict | Timothy W. Billion
This discussion will address all stages of conflict, from pre-litigation through judgment, with a focus on preserving trust assets, managing relationships, and maintaining proportionality and long-term perspective when navigating conflict in trust matters. The session will be aimed at tips and practical advice for litigators, fiduciaries, and other professional advisors to trustees and beneficiaries.
11:30 AM - 12:00 PM
2026 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.
12:00 - 12:15 PM
Annual Meeting of the SDTA | Jennifer Bunkers, SDTA Board Member
12:15 PM
Closing Remarks
Presented by the South Dakota Trust Association