Attorney Assistance

• Trust and estate attorneys understand how a South Dakota trust can serve as a valuable estate planning tool for affluent clients who wish to leave significant legacies preserving treasured family values for future generations in a highly tax-advantaged manner. SDTC can work with an attorney to plan and implement trusts that satisfy the South Dakota situs requirements.

• SDTC's goal is to supplement the relationship an attorney may have with his or her client by working with the attorney in a responsive value-added manner. SDTC's trust officers have a "can do" attitude without a bureaucracy, allowing them to respond quickly.

• Forms and other required language, as well as technical expertise, statutory assistance, and planning options, are available by contacting SDTC.

• If a client does not have an attorney, or if an attorney desires "of-counsel" assistance, SDTC can provide lawyer referrals familiar with South Dakota law, trust drafting and planning strategies.

• SDTC has forged relationships with most of the top estate planning lawyers throughout the U.S. All of these attorneys are familiar with working with local counsel in an "of-counsel" relationship.