The SDTC Founders and its employees have advised more than
20% of the Forbes 400. In working with these families as well as with other wealthy families and their advisors around the country, SDTC has seen many creative and cutting-edge planning strategies. SDTC would be happy to discuss these strategies with you to see if they might be appropriate. Many of these strategies involve the following:
| · Minimizing taxes on the sale of highly appreciated assets (i.e. publicly traded stock, closely-held stock, art, partnerships, LLC's, etc..); |
| · Cutting-edge strategies for shifting growth from one's estate; |
| · Minimizing taxes with non-qualified stock options; |
| · Planning for foreign citizens with US citizen/greencard children and/or grandchildren ; |
| · Unique business succession and closely-held business planning ; |
| · Establishing a Family Bank/Dynasty Trust: Why? How? When? Where?; |
| · Creative charitable giving strategies; |
| · Movement of an existing trust to South Dakota to save state income taxes;
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| · Advanced and flexible planning for minimizing estate and generation skipping taxes;
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| · Modern asset protection planning (on-shore); |
| · The latest education planning strategies for children, grandchildren and great-grandchildren; |
| · Important non-tax issues and strategies for passing family wealth intergenerationally; |
| · "Value and incentive oriented" estate planning for families; |
| · The latest strategies for planning with residences and vacation homes; |
| · The latest advanced and creative estate planning strategies for corporate executives and doctors; |
|
·
Estate planning
for international
families; |
|
·
Domestic asset
protection
planning. |
