"Types of Trust Administration & Agency Services Available for Wealthy Families"

"Advanced and Creative Estate Planning In An Uncertain Economic and Tax Environment"

"The Modern Dynasty Trust-Why? Where? When? How?"

"Risks Associated With the Modern Day Estate Planning Products and Strategies"

"Creative Uses Of Trusts In Financial Planning"

"Overcoming Client Objections To Using A Corporate Fiduciary...Some New Ideas"

"Creative Uses Of Life Insurance In Estate Planning"

"Modern Techniques Of Gifting: Families and/or Charities"

"The South Dakota Difference"

"Unique Ways To Sell And Market Trusts"

"Increasing Investment Assets Under Management Through The Creative Use of Trusts"

"Life Insurance Transcending Estate Taxes in the Affluent Market"

"Structuring Long-Term Trusts for the Ultimate Flexibility to Prevent Future Problems"

If you have any questions or would like any additional information regarding the scheduling of a future speech, please contact us.