Video Library

Videos From Previous Fall Forums

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...

Parker F. Taylor

As interest in cryptocurrencies like BitCoin, LiteCoin and Ripple continues to increase, the Internal Revenue Service is paying more attention to these kinds of assets, and estate planning attorneys are...

Robert Sitkoff

The duties and liabilities of directed trustees and trust directors remain a source of confusion. This session will canvass the new Uniform Directed Trust Act, explore how the Act simplifies...

Caryln S. McCaffrey

This session will focus on the use of trusts that are foreign trusts for U.S. tax purposes but domestic trusts for state law purposes. They have U.S. trustees and are...

Agatha Johnson

Navigating family systems and cultures while remaining a fiduciary for family trust clients can take a trustee to a breaking point. Work through a sample case that will bring questions...