Important Population Trends that Influence Powerful Trust Strategies – Inheritance is a Process Not an Event
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Join us on Feburary 15th for this presentation from Al W. King III, Co-founder of South Dakota Trust Company.
Modern trust planning has never been more important as a result of population trends. These trends combined with the uncertainties of taxes, politics, the economy, lawsuits and family will all demonstrate the need for modern trusts. The presentation will discuss how modern directed trusts, investment management LLCs, trust protectors and special purpose entities can all provide a family with flexibility and control to deal with these trends and uncertainties intergenerationally. The presentation will also discuss other important non-tax reasons for establishing trusts such as asset protection, privacy, promotion of family values, divorce protection, family governance, as well as the prevention of family disputes. Lastly, this presentation will discuss how easy and practical it is to add these benefits to newly drafted trusts or to reform and modify existing trusts. Many people frequently ask how soon they can get their assets out of trusts, while the modern trust structure has them asking how long they can leave their assets in a trust.
This event will be offered in person at the Minnehaha Country Club or virtually from your home/office.
A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.
Registration for in-person attendance will close at 5 pm on Thursday, February 8th.
About the Speaker
Al W. King III is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC), South Dakota Planning Company, LLC (SDPC), SDTC Services LLC (South Dakota) SDTC Services of Wyoming, LLC (SDTCSW), and SDTC Services of Nevada, LLC (SDTCSN). He is also a member of the management committee of the SDTC Related Companies. SDTC is a national trust boutique for the wealthy based out of Sioux Falls, South Dakota serving clients nationally and internationally. Mr. King is based in New York City.
Mr. King was previously the Co-Founder and Vice Chairman of Citicorp Trust South Dakota. Mr. King was also a Managing Director and the National Director of Estate Planning for Citigroup. Mr. King was also the Director of Financial and Estate Planning for Coopers and Lybrand in Stamford, Connecticut.
Mr. King is the Co-Vice Chairman of the Editorial Board of Trusts & Estates Magazine. He has been a member of the Editorial Board for 30 years. Mr. King has been inducted into the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (AEP), Distinguished. In addition, Mr. King previously served on the Board of Directors for NAEPC and was previously the Chairman of the NAEPC Foundation Advisory Board. He is also a member of several groups and organizations including the Society of Trust and Estate Professionals (STEP), the International Association of Advisors in Philanthropy (AiP), the New York Philanthropic Advisors Network (NYPAN), the Fairfield County and the New York City Estate Planning Councils, etc. In addition, he is frequently published and quoted by several publications on various Estate Planning topics and addresses several professional organizations, special interest groups, and general audiences on the subject of trust and estate planning.
Mr. King received a Bachelor of Arts cum laude from Holy Cross College, a Juris Doctorate from Syracuse University Law School and an LL.M. in Tax Law from Boston University School of Law.
