Video Library

Videos From Previous Fall Forums

2021

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...

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 2022 legislative session and...

JAMISON SITES & BENNETT MOORE

This session’s topics will include: a primer on blockchain and digital assets, an overview of some innovative use cases for the financial services industry, a review of significant regulatory developments...

BRET AFDAHL

Director Afdahl will provide an update on trust company statistics and trends as well as developments related to national trust charters. Industry guidance will be covered to include existing guidance...

PARK HOWELL

Your goal is to connect with and convert prospects to build life-long customers for your business. But most financial professionals don’t connect as they could because they lead with NUMBers...

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...

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...

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,...

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...

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,...

2020

R. Hugh McGill

We will survey of the predominant traits of the generations represented in today’s estate planning process (the Greatest, Boomer, Gen X and Millennial generations); examine changes in marriage and family...

Charles “Skip” Fox

This will be a review of recent legislative, regulatory, and judicial developments related to estate and trust planning and administration. Special attention will be paid to the impact of the...

Matthew Tobin

Special Purpose Entities (SPE’s) have found favor with modern estate planning attorneys, and the benefits of an SPE are gaining momentum. This presentation will feature an overview of South Dakota’s...

Investment Panel

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

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 2021 legislative session and...

Michael Sneeringer

In this presentation, Michael Sneeringer will discuss estate planning tools and techniques for amicably disposing of family businesses. He will begin with the psychological role in the founding generation’s dealings...