Video Library
2025
Fiduciary Litigation Topics | Anthony Sutton & Jason Sutton
Attorneys Jason Sutton and Anthony Sutton will describe recurring trust litigation issues in South Dakota from the perspective of both fiduciaries and beneficiaries. By discussing frequently litigated issues, and the...
Estate Planning Strategies & Tax Implications Ahead of Liquidity Events | Scott Filmore
This session will examine estate planning strategies ahead of the sale of a business or other liquidity event. Topics include common valuation, cashflow, timing issues, and common sale & gift...
Private Placement Life Insurance & Premium Financing | Bill Boersma
Bill Boersma will discuss current trends in the Premium Finance market, highlighting the high demand for his consulting services among trustees, estate planning attorneys and family offices. He will also...
Compliance Beyond Boundaries: Building Resilience, Trust, and Strategic Partnerships | Elizabeth Mylan, Brad Pesicka & Dave Zimbeck; Moderator Jordan Vitek
This session explores compliance strategies tailored to the unique needs of standalone trust companies. We will delve into effective transaction monitoring frameworks that operate independently of traditional banking systems, and...
South Dakota Asset Protection Trusts | P. Daniel Donohue
Attend this informative program to receive a unique perspective on the origin and subsequent evolution of the South Dakota statutory regime together with a comparison of these laws with those...
Risks and Best Practices for Managing Unique Assets in Fiduciary Accounts | Patrick Alyward
Unique assets reside in many fiduciary accounts and Trustees often face challenges managing these complicated assets. Join this informative session to gain a better understanding of the compliance risks and...
Recent Developments in U.S. International Tax & “Foreign“ [Including South Dakota] Trusts | Patrick W. Martin & Daniel C. Silva
International Tax Attorney Patrick W. Martin (Fellow of ACTEC and the American College of Tax Counsel) will provide current updates on international tax issues linked to foreign trusts. He will...
Planning with Community Property Trusts, Special Spousal Trusts, and Directed Trusts | Stefan Szwarc
Attorney Stefan Szwarc will discuss specialized trust and wealth planning strategies to develop tailored client solutions.
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...
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
State of the Wealth Management Industry | Tyler Stewart
Gain timely insights into the trends, challenges and innovations shaping the future of wealth management. This session offers a strategic overview of the evolving client expectations, regulatory landscape, and competitive...
SDTA USD Webinar
SDTA Webinar: Higher Education Enrollment Trends & Trust Industry Impact with USD Knudson School of Law Dean Neil Fulton
SDTA USD Webinar 9.7.22
SDTA Webinar: Higher Education Enrollment Trends & Trust Industry Impact with USD Knudson School of Law Dean Neil Fulton
Videos From Previous Fall Forums
2024
Turning Theory into Practice for Trusts & Estates – Michael Miranda
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
South Dakota Legislative & Case Law Update – Patrick Goetzinger and Jennifer Bunkers
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
The Corporate Transparency Act is Here: Now What? – David Warren
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals – Jamie Mendelsohn
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry – Mark Hurley
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
Succession with Purpose: Purpose Trusts as a Tool for Business Succession Planning – Susan Gary
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
SD Blockchain Institute: Beyond UCC Article 12 – What is Next for Trust Companies Digital Holdings – Barry Sackett & Ben Wiener
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
Fireside Chat with Bret Afdahl: Division of Banking Updates – Bret Afdahl
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
Practical Issues in Foreign Trust Administration for South Dakota Trustees – Peter Cotorneanu
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
BSA/AML Guidance, Transaction Monitoring and SAR Reporting for Foreign Structures – Jamie Schupp
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
2023
SD Division of Banking: 2023 Updates, Audit Highlights and Cyber-Security/Crypto Asset Guidelines | Matt Schlechter, Brad Pesicka, Chase Koskovich & Jonathon Sanborn
Examiners from the South Dakota Division of Banking will be discussing the trust company audit process, BSA, SAR and compliance guidelines, along with timely issues related to cybersecurity and crypto...
Private to Public: Risk Management of South Dakota Trust Companies | Panelists: Judith Pearson, Patrick Goetzinger & Ashley Blake
The panel will explore how the laws, specific to South Dakota, provide a broad platform for families to create flexible trust structures while minimizing cost and liability. The panel will...
Serving as Trustee of Foreign Trusts: Planning Opportunities, FATCA, and Advantages Over Offshore Trust Companies | Jennie Cherry
In this session Jennie Cherry will describe a planning scenario attractive to non-US wealth generators with US descendants centered around a foreign grantor trust with a SD trust company trustee....
Scary Stories for the Corporate Trustee: Litigation Issues and How to Avoid Them | Krista Eckhoff
This session will explore scary situations that corporate trustees have found themselves in, and provide tips for how to avoid them. Krista will provide examples from her practice and recent...
Family Office Governance: Putting the Family Back in the Family Office or Dynastic Family Business | Roey Diefendorf
Is our job really complete if we merely prepare the money for heirs? Learn about the critical next step to “prepare the heirs for the money” (and their more than...
Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change | Joshua Rubenstein
Observations on how difficult it has become to do estate planning and wealth preservation for clients when the rules change constantly. This session covers tax changes in the US and...
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...
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...
IYKYK – DAPTS: If You Know, You Know – Domestic Asset Protection Trust | 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...
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...
2022
The Family Office To buy or Build
The Family Office To buy or Build
The Growing Convergence of Tax Transparency, Anti Money Laundering, Anti Corruption and Sanctions
The Growing Convergence of Tax Transparency, Anti Money Laundering, Anti Corruption and Sanctions
South Dakota Directed Trusts Taking Direction, Fiduciary Duties & Liabilities
South Dakota Directed Trusts Taking Direction, Fiduciary Duties & Liabilities
2022 Market Overview, Investment Strategies for Estate Planning & Liquidity Events
2022 Market Overview, Investment Strategies for Estate Planning & Liquidity Events
Cybersecurity in todays World
Cybersecurity in todays World
Digital Assets Rights Wrongs Risks and Regulatory Considerations
Digital Assets Rights Wrongs Risks and Regulatory Considerations
Gift & Estate Tax for Domestic and Foreign Trusts and the Corporate Transparency Act
Gift & Estate Tax for Domestic and Foreign Trusts and the Corporate Transparency Act
Pandora Papers
Pandora Papers
Regulatory Oversight of Fiduciary Services For Hire
Regulatory Oversight of Fiduciary Services For Hire
South Dakota Division of Banking Updates & Emerging Issues
South Dakota Division of Banking Updates & Emerging Issues
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,...
AL W. KING III J.D., LL.M., AEP (DISTINGUISHED), TEP
The presentation will discuss the most popular trust planning strategies and the many reasons families from across the Globe select South Dakota as their trust jurisdiction of choice. The discussion...
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...