Past Events

February 20, 2020 Say What You Mean and Mean What You Say
Leslie Kiefer Amann JD
January 28, 2020 South Dakota MOST Legislation
Cameo C. Anders & LuAnn M. Eidsness
January 23, 2020 International Trusts
Jennie Cherry
November 21, 2019 Social Media Traps
Michael Rubin
October 10, 2019 Current Estate and Income Tax Topics
Charles A. (Clary) Redd
September 24, 2019 CONTEMPORARY USES FOR LIFE INSURANCE IN ESTATE PLANNING
Cannon Teleconference
September 20, 2019 Joint Meeting with South Dakota State Bar
Paul Lee
May 28, 2019 New and Enduring Problems in Business Succession Planning
Cannon Teleconference
May 21, 2019 Estate and Financial Planning Nuggets
Marty Shenkman
April 23, 2019 WHERE DOES YOUR TRUST LIVE?
Cannon Teleconference
April 18, 2019 What Dead Celebrities Can Teach Us About Estate Planning
John J Scroggins
March 26, 2019 IDENTIFYING LANDMINES AND MINIMIZING BATTLE SCARS IN CONFLICTS BETWEEN TRUSTEES AND BENEFICIARIES
Cannon Teleconference
March 21, 2019 Digital Assets – What a Practical Planner Can Do!
Paul Viren
February 26, 2019 THE MOVING TARGET: PLANNING FOR CLIENTS WITH NET WORTH OVER $11 MILLION
Cannon Teleconference
February 21, 2019 Life Insurance Trust Planning
Gary Flotron
January 29, 2019 THE NEW "MODERATELY WEALTHY”: PLANNING FOR CLIENTS WITH NET WORTH UNDER $11 MILLION
Cannon Teleconference
January 17, 2019 Collaborative Case Study with Moderator
Robert Wellendorf
December 13, 2018 Long Term Care Planning Strategies
Denise Gott
December 11, 2018 Ensnared in an Ethics Trap: Navigating Conflicts of Interest
Cannon Teleconference
November 8, 2018 How Best to Approach Philanthropy with Clients
Marc Littlecott
October 23, 2018 Income Tax Considerations in Estate Planning and Estate and Trust Administration
Cannon Teleconference
October 16, 2018 Contemporary Estate Planning Paradigms for Married Couples
Sam Donaldson
September 28, 2018 Joint Meeting with the South Dakota State Bar
Joshua Rubenstein
August 28, 2018 Retirement Asset Planning For Estate Planners: Compelling Practical Advice
Cannon Teleconference
May 17, 2018 Trumping Uncertainty TCJA implications with PPLI
Tom Pauloski
April 24, 2018 Developments in Trust and Estate Administration and Fiduciary Liability
Cannon Teleconference
April 19, 2018 Avoiding Audit on Your Valuation Journey – The Art of Crafting Defensible Appraisals
Stephanie Loomis-Price
March 27, 2018 Charitable Giving: Seeking the Perfect Match Between Donor and Donee
Cannon Teleconference
March 15, 2018 Transition by Design: Successful Succession of the Privately Held Business
Susan Rounds
February 15, 2018 Protection Strategies for Business Owners
Michael Sir
January 26, 2018 Congressional Update
Senator John Thune
January 23, 2018 Designing Estate Plans to Withstand Challenges
Cannon Teleconference
January 18, 2018 Business Succession
Jim Immel
December 5, 2017 Trying Too Hard to Do Too Much: Ethics Traps For the Good Samaritan
Cannon Teleconference
November 9, 2017 International Taxation
Mike Criddle
November 7, 2017 Protecting Beneficiaries From Themselves and Others
Cannon Teleconference
October 19, 2017 Guaranteed and Non-Guaranteed Funeral Trusts
Jeff Gould
September 22, 2017 Joint Meeting with South Dakota State Bar
Robert Keebler
September 19, 2017 Family Business Succession Planning: Now More Challenging Than Ever
Cannon Teleconference
August 22, 2017 Estate Planning for the 99%
Cannon Teleconference
May 18, 2017 THE MODERN TRUST : THE ART OF PROPERLY (AND EFFECTIVELY) PASSING AND RECEIVING WEALTH
Dick Oshins
April 25, 2017 Designing and Administering Estate Plans to Minimize Income Tax
Cannon Teleconference
April 20, 2017 Navigating the Portability Rules
Jordon Rosen
March 16, 2017 International Estate and South Dakota Trust
Mark Merric
February 16, 2017 "Building a Culture for Millennials: The Secret Sauce (HINT: It's Not Money)"
Paul Ten Haken
January 24, 2017 Elephant in the Room: Disposition of Qualified Plans and IRAs
Cannon Teleconference
January 19, 2017 Shaking the Trees
John A Warnick
December 15, 2016 A View From the Hill
Julius Hobson
December 6, 2016 Nation of Elders: Estate Planning for an Aging Population
Cannon Teleconference
November 17, 2016 Social Security Benefits
Tyler DeHaan
November 15, 2016 The Ongoing March of Breach of Duty Claims and How to Protect Against Them
Cannon Teleconference
October 20, 2016 Advanced Charitable Brain Teasers
Bryan Clontz
October 18, 2016 Directed and Delegated Trusts – The Options Available and The Risks Involved
Cannon Teleconference
September 23, 2016 South Dakota State Bar Joint Meeting
August 30, 2016 Valuation Vendetta: 2704 Regs Seek to Dump Discounts
Cannon Teleconference
August 23, 2016 Asset Protection Planning Without Going Offshore
Cannon Teleconference
July 26, 2016 Liability Risks Arising From Holding Certain Assets in Trust
Cannon Teleconference
June 15, 2016 Digital Assets Presentation
Professor Gerry W. Beyer
May 24, 2016 The Sometimes Complicated World of Charitable Giving
Cannon Teleconference
May 19, 2016 Special Purpose Entities & Other Modern Trust Structures
Al W. King III
April 21, 2016 Donating Do's and Don'ts
Thomas J. Pauloski
March 17, 2016 Tax Impact of Trust Decanting & The Mathematics of Portability
Robert S. Keebler, CPA, MST, AEP (Distinguished)
February 18, 2016 DOMA Topic
George D. Karibjanian
January 21, 2016 Estate and Asset Protection Planning for Retirement Benefits
Edwin P. Morrow III, J.D., LL.M., MBA, CFP®, RFC®
December 8, 2015 Ethics Issues in Trust Administration
Cannon Teleconference
November 17, 2015 Retirement Benefit Planning: Dealing With the Uncertainties
Cannon Teleconference
November 12, 2015 Tax-Wise Charitable Giving - Leveraging Your Client’s Philanthropic Impact Through Asset-Based Charitable Gifting Strategies
Michael Occhipinti, MBT
October 15, 2015 Nudging More Ethical Behavior through Incentives and Checklists
Nancy B. Rapoport
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"
R. Hugh Magill, JD
June 23, 2015 Closely-Held Business Succession Planning - Opportunities and Challenges
Cannon Teleconference
May 21, 2015 The Philosophy, Approach and Benefits of the Philanthropic Conversation With Your Clients
Brian Mortenson
April 21, 2015 Trust Modification, Decanting and Premature Termination
Cannon Teleconference
April 16, 2015 SD Legislative Update
Bret Afdahl
February 24, 2015 Protecting an Inheritance from Spousal and Creditors' Claims
Cannon Teleconference
February 19, 2015 What Clients May Not Know About Social Security - and What it Could Cost Them
Tyler De Haan, MPA, CFP®, ChFC®
January 27, 2015 Breach of Fiduciary Duty Claims Revisited
Cannon Teleconference
January 21, 2015 Beneficiary Defective Inheritors Trust (BDIT)
Michael W. Halloran, CFP®, AEP®, ChFC®, CLU®
December 18, 2014 Deferring and Avoiding the Tax on Net Investment Income
Tom Pauloski
December 9, 2014 Future of Estate Planning and Fiduciary Services
Cannon Teleconference
November 20, 2014 Moving Beyond Estate Taxes: What Business Owners Want and Need from their Estate Planner
John Brown
October 16, 2014 Planning and Administration for Non-Taxable Estates
Marya Robben
September 19, 2014 Estate Planning for Individuals with Disabilities
Patricia E. Kefalas Dudek
September 16, 2014 In the Salt Mines With Qualified Retirement Plans and IRA's
Cannon Teleconference
August 19, 2014 Who Wants This Job? Selection of Trustees and Other Fiduciaries
Cannon Teleconference
June 17, 2014 Asset Protection Strategies for a Rainy Day
Cannon Teleconference
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