Recent Selected Publications

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

"The South Dakota Difference: Family Wealth Preservation through Charitable and Dynastic Planning" Vol. 1/No. 3 November 1995 South Dakota Series

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

“Dynasty Trusts: What the Future Holds for Today’s Technique” April 1996 Trusts & Estates Magazine

“Dynasty Trust Planning and Your Artwork” May 1996 Christie’s Auction News

“Trust Planning: Experts Critical Analysis of the Dynasty Trust, A Unique Planning Device to Preserve and Create Wealth” June 1996 Insights and Strategies CCH

“Dynasty Trust” September 1996 The CPA Journal

“Who benefits from the Suspension of Sec 4980A’s Excise Tax?” April 1997 Trusts & Estates Magazine

“Trust Forum Shopping: The Next Generation” August 1997 Trusts & Estates Magazine

“The Modern Dynasty Trust: Flexibility is more important than ever” January 1998 Trusts & Estates Magazine

“Sale to a “Defective” Trust Application as a Life Insurance Technique” April 1998 Trusts & Estate 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

“Delegating Responsibility: Trustees Explore The Once Taboo” March 1999 Trusts & Estates Magazine

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

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

“Population Trends, New Wealth Creation and HR 10 are Keys to the Future” January 2000 Trusts & Estates Magazine

“Smart Start - Establishing A Dynasty Trust in South Dakota” November 2000 Departures Magazine

“Death Tax Uncertainty Makes Flexible and Family Value Estate Planning More Important Than Ever” January 2001 Trusts & Estates Magazine

“South Dakota Dynasty Trust” June 2000 Millionaire

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

“Non-Disclosure Agreements – Help or Hindrance to a Client’s Planning” August 2001 Trusts & Estates

“How To Play the Current Downturn – And Plan for a Decade of Evolving Estate Tax Rules” January 2002 Trusts & Estates

“Freezers – Our Future Coffins? ” August 2002 Trusts & Estates