September 20, 2024 |
Joint Meeting with the SD State Bar
Jonathan Blattmachr |
August 20, 2024 |
Addressing the Estate Planning Needs of Modern-Day Clients
Cannon Teleconference |
June 18, 2024 |
Ethics Issues in a Contemporary Estate Planning Practice
Cannon Teleconference |
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 |
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 |
|
View Current Events
|