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Selected Recent Publications:

“The Private Family Trust Company and Powerful Alternatives” February 2016 Trusts & Estates magazine

“Drafting Modern Trusts” December 2015 Trusts & Estates magazine

“Domestic Trust Situs Opportunities for International Families” October 2015 Trusts & Estates magazine

“Trust Options for Residential Real Estate” August 2015 Trusts & Estates magazine

“Charitable Giving with Non-Charitable Trusts” June 2015 Trusts & Estates magazine

“Should you keep a trust quiet (silent) from beneficiaries?” April 2015 Trusts & Estates magazine

“Trusts without Beneficiaries – What is the Purpose?” February 2015 Trusts & Estates magazine

"Myths About Trusts & Investment Management: The Glass is Half Full!" December 2014 Trusts & Estates magazine

"Defend Against Attacks on DAPTs" October 2014 Trusts & Estates magazine

"What's Trending in the Estate-Planning World" August 2014, Trusts & Estates magazine

"Trust Planning in 2012 & Beyond" May 2012, Trusts & Estates magazine

"State Premium Tax Planning" June 2011, Trusts & Estates magazine

"Private Trust Company 101" April 2011, Family Office Exchange (FOX) FOXConnects

Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper - "The Modern Dynasty Trust: Flexibility and Control"

Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper - "Trust Administration of the Ultra Wealthy: The Private Trust Company and Other Key Alternatives"

Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper - "Modernizing an Existing Irrevocable Trust: Reformation, Modification and Decanting"

Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper - "Large Domestic Insurance Premiums: Do Not Forget to Plan for the State Premium Tax"

Family Office Exchange (FOX) 2009: Fall Forum Resource Center White Paper - "Directed Trusts, Trust Protectors & Special Purpose Entities"

"Delegated vs. Directed Trusts" July 2006 Trusts & Estates Magazine

"The PPLI Solution (Chapter 6: "Trust Administration: The Domestic Advantage")" February 2005Bloomberg Press

"Estate Planning and the State Premium Tax" February 2005 AUS

"What Does the 2001 Tax Relief Act and Estate Tax Phase-Out Mean for the States? It Is Not a Rosy Picture - the Impact Is Already Dramatic!" March 2004 Nebraska Lawyer

Footnoted: "Dynasty Trusts and the Rule Against Perpetuities" 2003 Harvard Law Review

"Freezers - Our Future Coffins" August 2002 Trusts & Estates Magazine

"How to Play the Current Downturn - And Plan for a Decade of Evolving Estate Tax Rules" January 2002 Trusts & Estates Magazine

"Non-Disclosure Agreements - Help or Hindrance to a Client's Planning" August 2001 Trusts & Estates Magazine

"Multi-Disciplinary Practices Important due to Economic, Tax Uncertainty" August 2001 Trusts & Estates Magazine

"Death Tax Uncertainty Makes Flexible and Family Value Estate Planning More Important than Ever" January 2001 Trust & Estates Magazine

"Smart Start - Establishing a Dynasty Trust in South Dakota" November 2000 Departures Magazine

"South Dakota Dynasty Trust" June 2000 Millionaire

"Population Trends, New Wealth Creation and HR 10 Are Keys to the Future" January 2000 Trust & Estates Magazine

"Changing the Situs of a Trust: Shopping for Income Tax Savings" September 1999 Trust & Estates Magazine

"A Generation Skipping Trust: Unlimited Duration? Why Not? June 1999 Trust & Estates Magazine

"Delegating Responsibility: Trustees Explore the Once Taboo" March 1999 Trusts & Estates Magazine

"Modern Trusts Are Being Created with More Flexibility Resulting in Assets Remaining in Trusts for Longer Periods of Time" January 1999 Trusts & Estates Magazine

"Sale to a 'Defective' Trust Application as a Life Insurance Technique" April 1998 Trusts & Estate Magazine

"The Modern Dynasty Trust: Flexibility Is More Important than Ever" January 1998 Trusts & Estates Magazine

"Trust Forum Shopping: The Next Generation" August 1997 Trust & Estates Magazine

"Who Benefits from the Suspension of Sec 4980A's Excise Tax?" April 1997 Trusts & Estates Magazine

"Dynasty Trust" September 1996 The CPA Journal Insights and Strategies CCH

"Trust Planning: Experts Critical Analysis of the Dynasty Trust, a Unique Planning Device to Preserve and Create Wealth" June 1996

"Dynasty Trust Planning and Your Artwork" May 1996 Christie's Auction News

"Dynasty Trusts: What the Future Holds for Today's Technique" April 1996 Trusts & Estates Magazine

"When to Consider a Corporate Trustee" Part II December/January 1996, AICPA Planner

"When to Consider a Corporate Trustee" Part I November 1995 AICPA Planner

Tapes and Published Outlines Available:

2015 Million Dollar Round Table – "Unique & Creative Uses of Modern Trusts Involving Investments and Insurance"

2010 Family Office Exchange (FOX) Webinar - "The 21st Century Family Bank Dynasty Trust: What, Why, When, Where, How, Who?"

2009 Institute for Private Investors (IPI) - "2010: Uncertainty Means Opportunity for Modern Trust Planning"

2009 Family Office Metrics Webinar - "The 21st Century Private Family Trust Company"

2008 AICPA Tax Strategies for the High-Income Individual - May 2008 - "Selection of Domestic Trust Jurisdictions: Does It Make a Difference?"

2007 AALU National Webinar - "Creative Uses of Life Insurance in Trust Planning"

2006 Million Dollar Round Table - "Creative Uses of Life Insurance in Trust Planning" San Diego

2006 Society of Financial Services Professionals (SFSP) - "Advanced & Creative Estate Planning (with a Modern Corporate Trustee) in an Uncertain Tax and Economic Environment"

2005 International Forum - "Advanced Planning with a Modern Corporate Trustee"

2004 Society of Financial Services Professionals (SFSP) - "Park Avenue Meets Main Street: Family Office Techniques for the Millionaire Next Door" DVD

2000 Salomon Smith Barney National Sales and Marketing Focus (Dynasty Trusts)

2000 Sky - TV Net Worth (Dynasty Trusts)

1999 National AICPA Technical PFS Conference - Las Vegas, Nevada (Dynasty Trusts)

1998 Texas Bar Association Advanced Drafting Meeting - Dallas, Texas (Dynasty Trusts)

1998 American Bar Association Advanced Drafting Meeting - Dallas, Texas (Dynasty Trusts)

1997 Million Dollar Roundtable - Atlanta, Georgia (Dynasty Trusts)

The information on this Private Trust's website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal and/or tax advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Address:
South Dakota Office: 201 South Phillips Ave., Suite 200, Sioux Falls, SD 57104 Phone: 605 338-9170
New York Office: 10 East 40th St., Suite 1900, New York, NY 10016 Phone: 212 642-8377