SIOUX FALLS ESTATE PLANNING COUNCIL

This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

Registration will close at 5 pm on Thursday, August 15th. 

We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:

• Same-sex marriages, civil unions and cohabiting unmarried individuals
• Assisted conception children and children from other relationships
• Dealing with ancestors’ trusts whose terms restrict who may be a beneficiary
• ESG investing in a trust