Past Events

May 21, 2024 Marital Agreements from A to Z
Cannon Teleconference
May 16, 2024 Federal Tax Update
Sam Donaldson
May 9, 2024 SFEPC Networking Social
April 18, 2024 Blockchain & Digital Assets
Christina Lynn
March 21, 2024 How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
Dr. Derek Tharp
February 20, 2024 State Income Tax Issues with Trusts
Cannon Teleconference
February 15, 2024 Important Population Trends that Influence Powerful Trust Strategies – Inheritance is a Process Not an Event
Al W. King III
January 23, 2024 Spousal Lifetime Access Trusts - A Fleeting Opportunity
Cannon Teleconference
January 18, 2024 A View From the Hill
Julius W. Hobson, Jr.
December 14, 2023 Elder Abuse
Kimberly Zachrison
November 14, 2023 Defusing Disaster
Cannon Teleconference
November 9, 2023 Creative Charitable Planning with Non-Cash Assets
Bryan Clontz
November 2, 2023 SFEPC Networking Social
October 20, 2023 The Corporate Transparency Act: Coming To a Family Entity (Very) Near You!
Nancy Henderson
September 19, 2023 Gift and Estate Tax Black Holes
Cannon Teleconference
September 8, 2023 Joint Meeting with the SD State Bar
Martin M. Shenkman
June 20, 2023 Ethics: When Doing What's "Right" Might be Wrong
Cannon Teleconference
May 23, 2023 Secure Act 2.0
Dana Hagen & Philip Gould
May 18, 2023 Federal Tax Update
Sam Donaldson
May 4, 2023 SFEPC Networking Social
April 25, 2023 It's Not All About Saving Taxes - How Trusts Can Impact Beneficiaries' Lives
Cannon Teleconference
April 20, 2023 Estate Planning Current Developments
Stephen Akers
March 21, 2023 Giving Income Tax Considerations in Estate Planning the Respect They Deserve
Cannon Teleconference
March 16, 2023 Premium Finance and Estate Planning: Does it work in 2023?
Troy Branch, Ameritas
February 21, 2023 The Intersection of Exceptional Estate Planning and Bad Trust Administration
Cannon Teleconference
February 16, 2023 Current Market Outlook Conditions
Linda Duessel, Federated Hermes
January 19, 2023 When It Hits the Fan: How to help your clients before, during and after a divorce
Tim Stotz, Woltman Group; Shelly Munson, Woods Fuller; and Christina Lynn, Mariner Wealth Advisors
December 15, 2022 Timeless Teams - Rules for Building Teams Across Generations and Geographies
John Meyer
December 13, 2022 Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
Cannon Teleconference
November 15, 2022 Qualified Retirement Plan and IRAs - What You Can and Can't Do 
Cannon Teleconference
November 10, 2022 Speaking with Your Clients About Charity
Lowell V. Stortz
November 3, 2022 SFEPC Member Social
October 25, 2022 Legitimate and Effective Asset Protection Planning 
Cannon Teleconference
October 20, 2022 Demystifying Distributable Net Income (DNI)
Jere Doyle
September 9, 2022 Joint Meeting with South Dakota State Bar
M. Read Moore
July 26, 2022 Post-Mortem Planning and Strategies 
Cannon Teleconference
May 24, 2022 Estate Planning for and Administration of Digital Assets
Cannon Teleconference
May 19, 2022 Recent Developments in Estate Planning & SFEPC Annual Meeting
Sam Donaldson
May 5, 2022 SFEPC Networking Social
April 26, 2022 Non-Tax Aspects of Business Succession Planning
Cannon Teleconference
April 21, 2022 Asset Protection Planning: Is it right for your client (and for you)?
Karen Witherell
March 22, 2022 Tax-Smart Charitable Giving, Especially with Retirement Assets
NAEPC Webinar at MCC
March 17, 2022 Powerful Trust Planning Trends in 2022
Al W. King III J.D., LL.M., AEP (Distinguished), TEP
February 22, 2022 Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
NAEPC Webinar at MCC
February 17, 2022 The Intersection of Estate Planning and Crypto
Matt McClintock
January 25, 2022 Social Security Considerations in Estate Planning
NAEPC Webinar at MCC
January 20, 2022 SECURE ACT Planning using Testamentary Charitable Remainder Trusts: From Concept to Completion
Paul Caspersen
December 16, 2021 Fiduciary Duty, Social Conscience, and ESG Investing by a Trustee
Robert Sitkoff
November 18, 2021 Affluent Families, Goals-Based Planning, and Advisor Collaboration
Amanda Lott, Joe Kaufman and Peter Moyer
October 21, 2021 International Estate Planning 2-Part Session with Mark Merric
Mark Merric
September 21, 2021 Directed Trusts: Risks and Liabilities
Cannon Teleconference
September 17, 2021 Joint Meeting with South Dakota State Bar
Bob Keebler
September 16, 2021 SFEPC Member Social at R Wine Bar
August 24, 2021 Balancing Income Tax Planning and Estate Tax Planning
Cannon Teleconference
June 22, 2021 No Good Deed Goes Unpunished (Ethics)
Cannon Teleconference
May 27, 2021 What the Cool Kids are Doing in Estate Planning
Sam Donaldson
May 25, 2021 Trust Situs and Governing Law Considerations
Cannon Teleconference
April 22, 2021 Series LLCs in South Dakota
Heath Oberloh
March 18, 2021 Community Foundations and Philanthropy: A View from the Inside
Ginger Mlakar
February 25, 2021 NEW date: What's New in the Life Insurance World
Bill Boersma
February 23, 2021 Recent Developments in Valuation and Inclusion in the Gross Estate
Cannon Teleconference
January 21, 2021 Charitable Remainder Trusts
Kit Mac Nee
January 19, 2021 The Impact of 2020 on Estate Planning
Cannon Teleconference
December 17, 2020 A View from Washington
Julius Hobson
December 15, 2020 Conflicts of Interest Issues Facing Estate Planning Professionals
Cannon Teleconference
November 19, 2020 Managing Land as an Asset Class
Farmers National
October 22, 2020 What High-Level Teaming Looks Like in Estate Planning and Client Advisory Services
Jordan Rosen
October 20, 2020 Contemporary Challenges in Trust Administration
Cannon Teleconference
September 22, 2020 Moving the Needle With Your Clients’ Retirement Asset Planning
Cannon Teleconference
September 18, 2020 Joint Meeting with South Dakota State Bar
Christopher Hoyt
June 23, 2020 Ethics-Based Obligations in Specific Client Engagements
Cannon Teleconference
May 21, 2020 Leaning in to Social Distancing: A Perfect Storm for Wealth Transfer
Tom Pauloski
April 23, 2020 COVID-19 Webinar for Sioux Falls Estate Planning Council: A Brief Overview of the Federal Legislation & Related Matters
Michael Miranda & AJ Reynolds
April 21, 2020 Developing and Keeping Business for Estate Planning and Trust Professionals
Cannon Financial Teleconference
March 19, 2020 IRAs and Qualified Plans During an Estate Administration - After the Secure Act
Robert Keebler
February 25, 2020 Mathematics and Economics of Estate Planning
Cannon Teleconference
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
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
Cannon Teleconference
April 18, 2019 What Dead Celebrities Can Teach Us About Estate Planning
John J Scroggins
Cannon Teleconference
March 21, 2019 Digital Assets – What a Practical Planner Can Do!
Paul Viren
Cannon Teleconference
February 21, 2019 Life Insurance Trust Planning
Gary Flotron
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
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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