Past Events

December 13, 2018 Long Term Care Planning Strategies
December 11, 2018 Ensnared in an Ethics Trap: Navigating Conflicts of Interest
November 8, 2018 How Best to Approach Philanthropy with Clients
October 23, 2018 Income Tax Considerations in Estate Planning and Estate and Trust Administration
October 16, 2018 Contemporary Estate Planning Paradigms for Married Couples
September 28, 2018 Joint Meeting with the South Dakota State Bar
August 28, 2018 Retirement Asset Planning For Estate Planners: Compelling Practical Advice
May 17, 2018 Trumping Uncertainty TCJA implications with PPLI
April 24, 2018 Developments in Trust and Estate Administration and Fiduciary Liability
April 19, 2018 Avoiding Audit on Your Valuation Journey – The Art of Crafting Defensible Appraisals
March 27, 2018 Charitable Giving: Seeking the Perfect Match Between Donor and Donee
March 15, 2018 Transition by Design: Successful Succession of the Privately Held Business
February 15, 2018 Protection Strategies for Business Owners
January 26, 2018 Congressional Update
January 23, 2018 Designing Estate Plans to Withstand Challenges
January 18, 2018 Business Succession
December 5, 2017 Trying Too Hard to Do Too Much: Ethics Traps For the Good Samaritan
November 9, 2017 International Taxation
November 7, 2017 Protecting Beneficiaries From Themselves and Others
October 19, 2017 Guaranteed and Non-Guaranteed Funeral Trusts
September 22, 2017 Joint Meeting with South Dakota State Bar
September 19, 2017 Family Business Succession Planning: Now More Challenging Than Ever
August 22, 2017 Estate Planning for the 99%
April 25, 2017 Designing and Administering Estate Plans to Minimize Income Tax
April 20, 2017 Navigating the Portability Rules
March 16, 2017 International Estate and South Dakota Trust
February 16, 2017 "Building a Culture for Millennials: The Secret Sauce (HINT: It's Not Money)"
January 24, 2017 Elephant in the Room: Disposition of Qualified Plans and IRAs
January 19, 2017 Shaking the Trees
December 15, 2016 A View From the Hill
December 6, 2016 Nation of Elders: Estate Planning for an Aging Population
November 17, 2016 Social Security Benefits
November 15, 2016 The Ongoing March of Breach of Duty Claims and How to Protect Against Them
October 20, 2016 Advanced Charitable Brain Teasers
October 18, 2016 Directed and Delegated Trusts – The Options Available and The Risks Involved
September 23, 2016 South Dakota State Bar Joint Meeting
August 30, 2016 Valuation Vendetta: 2704 Regs Seek to Dump Discounts
August 23, 2016 Asset Protection Planning Without Going Offshore
July 26, 2016 Liability Risks Arising From Holding Certain Assets in Trust
June 15, 2016 Digital Assets Presentation
May 24, 2016 The Sometimes Complicated World of Charitable Giving
May 19, 2016 Special Purpose Entities & Other Modern Trust Structures
April 21, 2016 Donating Do's and Don'ts
March 17, 2016 Tax Impact of Trust Decanting & The Mathematics of Portability
February 18, 2016 DOMA Topic
January 21, 2016 Estate and Asset Protection Planning for Retirement Benefits
December 8, 2015 Ethics Issues in Trust Administration
November 17, 2015 Retirement Benefit Planning: Dealing With the Uncertainties
November 12, 2015 Tax-Wise Charitable Giving - Leveraging Your Client’s Philanthropic Impact Through Asset-Based Charitable Gifting Strategies
October 15, 2015 Nudging More Ethical Behavior through Incentives and Checklists
September 25, 2015 SD Bar Association CLE on Estate Planning - "Drafting Trusts To Best Express Grantor Intent and Accommodate Flexibility for Future Needs of Beneficiaries"
June 23, 2015 Closely-Held Business Succession Planning - Opportunities and Challenges
May 21, 2015 The Philosophy, Approach and Benefits of the Philanthropic Conversation With Your Clients
April 21, 2015 Trust Modification, Decanting and Premature Termination
April 16, 2015 SD Legislative Update
February 24, 2015 Protecting an Inheritance from Spousal and Creditors' Claims
February 19, 2015 What Clients May Not Know About Social Security - and What it Could Cost Them
January 27, 2015 Breach of Fiduciary Duty Claims Revisited
January 21, 2015 Beneficiary Defective Inheritors Trust (BDIT)
December 18, 2014 Deferring and Avoiding the Tax on Net Investment Income
December 9, 2014 Future of Estate Planning and Fiduciary Services
November 20, 2014 Moving Beyond Estate Taxes: What Business Owners Want and Need from their Estate Planner
October 16, 2014 Planning and Administration for Non-Taxable Estates
September 19, 2014 Estate Planning for Individuals with Disabilities
September 16, 2014 In the Salt Mines With Qualified Retirement Plans and IRA's
August 19, 2014 Who Wants This Job? Selection of Trustees and Other Fiduciaries
June 17, 2014 Asset Protection Strategies for a Rainy Day
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