Recent News & Events
• South Dakota Trust Company LLC sponsored and exhibited at the 6th Annual STEP Pacific Rim Conference in Century City, CA (May 3-4, 2013).
• Sponsored and exhibited at the American Bar Association's RPTE Spring Symposia in Washington, D.C. (May 2-3, 2013).
• Exhibited at the American Heart Association's Trust and Estate Conference in New York, NY (April 25, 2013).
• Sponsored and attended the Attorneys for Family-Held Enterprise's Annual Conference in Chicago, IL (April 24-26, 2013).
• Sponsored and exhibited at the New York State Bar Association/STEP's 9th Annual International Estate Planning Institute in New York, NY (March 14-15,2013).
• Sponsored STEP's 2nd Annual Institute on Tax, Estate Planning and the Economy in Newport Beach, CA (January 23-25, 2013).
• Sponsored and exhibited at the 47th Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida. South Dakota Trust Company hosted a luncheon seminar, where Al King presented
"Issues & Opportunities in 2013 - Advantages of the South Dakota Trust Jurisdiction" (January 14-18, 2013).
• Al King addressed the Red River Valley Estate Planning Council on "Why South Dakota? - An Overview of Trust & Asset Protection Laws and Other Unique Opportunities" in Fargo, ND (November 29, 2012).
• Al King addressed the Bergen County Estate Planning Council on "Asset Protection Planning in the 21st Century - Fortifying an Estate Plan" in Hackensack, NJ (November 15, 2012).
• Sponsored and Exhibited at the Arizona Community Foundation and the Jewish Community Foundation's 2012 Tax & Legal Seminar in Scottsdale, AZ (Novemner 9, 2012).
• Sponsored and Exhibited at the NAEPC Foundation and NAEPC's 49th Annual Conference in Orlando, FL ( November 7-9, 2012).
• Al King presented at the 49th Annual Hawaii Tax Institute on "Are Irrevocable Trusts Truly Irrevocable?" in Honolulu, HI. South Dakota Trust Company also sponsored and exhibited at the Institute (November 5-9, 2012).
• Exhibited at the 57th Annual Estate Planning Seminar in Seattle, WA (November 1-2, 2012).
• Hosted and sponsored a webinar in which Al King and Pierce McDowell presented on "Why is South Dakota such a Favorable Trust Jurisdiction? – Updates and Opportunities" (October 30, 2012).
• Hosted and sponsored South Dakota Trust Company's Pheasant Hunt at Circle H Ranch in Gregory, SD (October 24-26, 2012).
• Exhibited at the 32nd Annual UJA-Federation's Long Island Estate, Tax and Financial Planning in Woodbury, NY (October 24, 2012).
• Exhibited at the 32nd Annual Southern California Tax and Estate Planning Forum in San Diego, CA (October 18-19, 2012).
• Exhibited at the 47th Annual Southern Federal Tax Institute in Atlanta, GA (October 15-19, 2012).
• Exhibited and sponsored at the 8th Annual Jerry A. Kasner Estate Planning Symposium in San Jose, CA (September 21, 2012).
• Helped sponsor the Calvary Hospital Planned Giving Conference in New York, NY (September 20, 2012).
• Exhibited and sponsored at the 38th Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN (September 20-21, 2012).
• Exhibited at the 43rd Annual Sidney Kess UJA-Federation of New York Estate, Tax and Financial Planning Conference in New York, NY (September 13, 2012).
• Hosted, presented and sponsored Family Office Exchange (FOX)'s Regional Client Member Briefing in New York, NY (September 12, 2012).
• Exhibited at the 2012 Planning for the Generations Symposium in Chicago, IL (July 18-20, 2012).
• Al King addressed the West River Estate & Financial Council on "The Modern Dynasty Trust - Who? Why? Where? When? How? And Planning in a Time of Economic and Tax Uncertainty" in Rapid City, SD (June 13, 2012).
• Helped sponsor the UJA
Federation of New York Award Dinner Honoring Gail Cohen (June 7, 2012).
• Exhibited at the 22nd Annual UJA-Federation's Westchester Estate, Tax & Financial Planning Conference in Tarrytown, NY (May 24, 2012).
• Exhibited at the Estate Planning Council of New York City, Inc.'s Estate Planner's Day in New York, NY (May 9, 2012).
• Sponsored and exhibited at the 5th Annual STEP Pacific Rim Conference in Santa Monica, CA (May 3-4, 2012).
• Sponsored and exhibited at the American Bar Association's RPTE Spring Symposia in New York, NY (May 3-4, 2012).
• Exhibited at the American Heart Association's Trust and Estate Conference in New York, NY (April 26, 2012).
• Sponsored and attended the Attorneys for Family-Held Enterprise's Annual Conference in Chicago, IL (April 25-27, 2012).
• Al King presented at the Sioux Falls Estate Planning Council on "Designing the 21st Century Dynasty Trust" in Sioux Falls, SD (April 19, 2012).
• Sponsored and Exhibited at the New York State Bar Association/STEP's 8th Annual International Estate Planning Institute in New York, NY (March 22-23,2012).
• Al King presented at the Southern Arizona Estate Planning Council on "Planning Opportunities Using Domestic Trust Jurisdictions" in Tucson, AZ (March 21, 2012).
• Sponsored and exhibited at ACTEC's 2012 Annual Meeting in Miami, FL (March 6-11, 2012).
• Exhibited and helped sponsor the 1st Annual STEP Super Concerence in Irvine, CA (January 25, 2012).
• Sponsored the 46th Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida. South Dakota Trust Company hosted a luncheon seminar, where Al King presented
"Recent Update and Opportunities with South Dakota Trust Situs" (January 9-13, 2012).
• Al King presented at the 48th Annual Hawaii Tax Institute on "Designing the 21st Century Irrevocable Trust" in Honolulu, HI. South Dakota Trust Company also sponsored and exhibited at the Institute (December 5-8, 2011).
• Sponsored and Exhibited at the Arizona Community Foundation and the Jewish Community Foundation's 2011 Tax & Legal Seminar in Scottsdale, AZ (Novemner 18, 2011).
• Sponsored and Exhibited at the NAEPC Foundation and NAEPC's 48th Annual Conference in San Antonio, TX ( November 16-18, 2011).
• Exhibited at the 56th Annual Estate Planning Seminar in Seattle, WA (October 31- November 1, 2011).
• Exhibited at the 31st Annual Southern California Tax and Estate Planning Forum in San Diego, CA (October 26-29, 2011).
• Sponsored and Exhibited at the 2011 ACTEC Fall Meeting in Del Coronado, CA (October 13-17, 2011).
• Al King presented at the Central Arizona Estate Planning Council on "Generation Skipping Tax (GST) Planning: The Latested Developments and Techniques" in Phoenix, AZ (October 3, 2011).
• Exhibited at the 42nd Annual Sidney Kess UJA-Federation of New York Estate, Tax and Financial Planning Conference in New York, NY (September 27, 2011).
• Exhibited and Sponsored at the 7th Annual Jerry A. Kasner Estate Planning Symposium in San Jose, CA (September 22, 2011).
• Exhibited at the 46th Annual Southern Federal Tax Institute in Atlanta, GA (September 19-23, 2011).
• Exhibited and Sponsored at the 37th Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN (September 15-16, 2011).
• Exhibited at the 2011 Planning for the Generations Symposium in Chicago, IL (July 20-22, 2011).
• Sponsored and exhibited at the 4th Annual STEP Pacific Rim Conference in Santa Monica, CA (May 12-13, 2011).
• Exhibited at the Estate Planning Council of New York City, Inc.'s Estate Planner's Day in New York, NY, where Al King presented
"Designing the 21st Century Irrevocable Trust" (May 11, 2011).
• Sponsored and exhibited at the American Bar Association's RPTE Spring Symposia in Washington D.C. (April 28-29, 2011).
• Exhibited at the American Heart Association's Trust and Estate Conference in New York, NY (April 28, 2011).
• Sponsored and attended the Attorneys for Family-Held Enterprise's Annual Conference in White Sulphur Springs, WV (April 27-30, 2011).
• Al King presented at the Todorovitch Lecture on
"Asset Protection Planning in the 21st Century- Fortifying an Estate Plan" in New York, NY (March 25, 2011).
• Sponsored and Exhibited at the New York State Bar Association/STEP's Seventh Annual International Estate Planning Institute in New York, NY (March 24-25,2011).
• Al King spoke at the Estate Planning Council of San Gabrial Valley on the
"The Modern Dynasty Trust- Why? Where? When? How?" in Pasadina, CA (March 21, 2011).
• Al King presented at the New York CPA Family Office Group on the
"Private Family Trust Company" in New York, NY (February 3, 2011).
• Al King addressed a Family Office Exchange (Fox) Conference in Miami, Florida on "
The Evolution of the Small Family Office: Models for Sustainability" (February 1, 2011).
• Sponsored the 45th Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida. South Dakota Trust Company hosted a luncheon seminar, where Al King presented
"Recent Update and Opportunities with South Dakota Trust Situs" (January 10-14, 2011).
• Sponsored and spoke at the National Association of Estate Planners & Councils' (NAEPC) Conference in San Diego, CA Al King Presented "GST Planning in Uncertain Times" (November 16-20, 2010).
• Sponsored the Arizona Estate Planning Conference in Phoenix, Arizona (November 12, 2010).
• Hosted a Luncheon Seminar at the Yale Club of New York City. Al King presented
"Why South Dakota?" (October 27, 2010).
• Exhibited, spoke and helped sponsor the Hawaii Tax Institute Conference in Waikiki, HI. Al King Presented
"Are Irrevocable Trusts Really Irrevocable?" (October 31- November 4, 2010).
• Exhibited at the Washington Tri-State Bar Conference in Seattle, WA (October 31
- November 2, 2010).
• Exhibited at the Notre Dame University Estate Planning Institute Conference in South Bend, IN (October 28-29, 2010).
• Spoke and attended at the Southern California Tax Institute Conference in La Jolla, CA (October 20-23, 2010).
• Al King spoke in the Interactive Legal Webinar entitled
"Key Estate Planning and Trust Issues in Uncertain Times" (September 22, 2010).
• Attended the Family Office Exchange (FOX) Meeting in Boston, MA (September 21-23, 2010).
• Attended the Southern Federal Tax Institute's Conference in Atlanta, GA (September 28- October 1, 2010).
• Attended the Calvary Hospital Planned Giving Conference in New York, NY (September 21, 2010).
• Attended the UJA Federation of New York City's Trust and Estates Seminar in New York, NY (September 16, 2010).
• Exhibited and attended the Wealth Council's Annual Meeting in Chicago, IL (August 10-13, 2010).
• Attended the OPAL Family Office Conference in Newport, RI (July 21, 2010).
• Al King addressed a Family Office/Wealth Management Conference in Greenwich, CT, on"The Advantages of South Dakota" (June 24, 2010).
• South Dakota Trust Company helped sponsor the ACTEC 2010 Summer Meeting in St. Louis, MO (June 16-20, 2010).
• South Dakota Trust Company helped sponsor the UJA
Federation of New York Award Dinner Honoring Jay Waxenberg (June 9, 2010).
• Al King conducted a webinar for the American Bar Association (ABA) entitled
"Estate Planners Risk Assessment and Checklist: The Big Picture is Often Overlooked But Critical for All Estate Planners and Plans" (June 8, 2010).
• South Dakota Trust Company attended the UJA Federation of New York Conference in Westchester, NY as an exhibitor (May 27, 2010).
• Al King spoke at the recent Ventura County Estate Planning Council meeting in California (May 12, 2010).
• South Dakota Trust Company attended the American Bar Association: RPTE Section Conference in Philadelphia, PA as an exhibitor (May 5-7, 2010).
• South Dakota Trust Company helped sponsor the STEP: Pacific Rim Conference in Santa Monica, CA (May 5-7, 2010).
• South Dakota Trust Company helped sponsor the New York State Bar Association/STEP Conference in New York (May 5, 2010).
• South Dakota Trust Company helped sponsor the ACTEC 2010 Annual Meeting in Bonita Springs, FL (March 10-13, 2010).
• South Dakota Trust Company helped sponsor the 2010 Heckerling Institute on Estate Planning in Orlando, FL (January 25-29, 2010).
• Al King conducted a webinar for Family Office Exchange (FOX) entitled
"The 21st Century Family Bank Dynasty Trust: What, Why, When, Where, How, Who?" (January 13, 2010).
• Trusts & Estates Magazine (January 2010) ranked South Dakota the
#1 Domestic Trust Jurisdiction in all categories in the United States.
• South Dakota will be adding new legislation in 2010/11 to maintain its status as the
#1 choice of trust situs for wealthy families.
• South Dakota Planning Company has moved; please note our new suite number:
South Dakota Planning Company LLC
51 East 42nd Street, Suite 701
New York, NY 10017
Phone: 212-642-8377
Fax: 212-642-8376