A selected list of speeches and webinars given by the South Dakota Trust Company Founders and Key Employees:

  • Iowa CLE Webinar –  May 2018
  • STEP Naples – February 2018
  • Mercer County Estate Planning Council – February 2018
  • NYSSCPA 2018 International Taxation Conference – January 2018
  • Heckerling Institute on Estate Planning (Orlando, FL) – January 2018
  • Lehigh Valley Estate Planning Conference – October 2017
  • SALI Fund Conference – October 2017
  • Allied Professionals Summit – September 2017
  • CalCPA Estate and Trust Planning Conference – July 2017
  • Hofstra Private Wealth & Taxation Institute – May 2017
  • Western Dakota Estate Planning Council (North Dakota) – May 2017
  • Boston Estate Planning Council – April 2017
  • Heckerling Institute on Estate Planning (Orlando, FL) – January 2017
  • Hawaii Tax Institute (Honolulu, HI)- November 2016
  • 42nd Annual Notre Dame Tax & Estate Planning Institute (South Bend, IN) – October 2016
  • Fall Private Placement Conference – SALI Fund Services (New York, NY) – September 2016
  • Advisors in Philanthropy (Chicago, IL) – September 2016
  • Purposeful Planning Institute/Fusion Collaboration (Boulder, Colorado) – July 2016
  • Institute for Private Investors (IPI) Roundtable (New York, NY) – June 2016
  • Tiger 21 Meeting (New York, NY) – June 2016
  • PAC Seminar for Professionals (Boca Raton, FL)- June 2016
  • Boston Estate Planning Council (Boston, MA) – May 2016
  • Tiger 21 Meeting (New York, NY) – May 2016
  • Trusts & Estates Magazine Webinar – April 2016
  • Palm Desert SDTC Luncheon (Palm Desert, CA) – April 2016
  • Desert Estate Planning Council (Palm Desert, CA) – April 2016
  • South Dakota Law Review Symposium (University of South Dakota Law School) – April 2016
  • Berks County Estate Planning Council (Pennsylvania) – March 2016
  • Lenox Advisors, Inc. Presentation (New York – February 2016
  • Heckerling Institute on Estate Planning (Orlando, FL)- January 2016
  • Westchester Estate Planning Council (New York) – December 2015
  • North County San Diego Estate Planning Council (California) – October 2015
  • Notre Dame Tax & Estate Planning Institute (South Bend, IN) – September 2015
  • Guardian’s BRC Symposium (Boston, MA)- August 2015
  • Northwestern Mutual Symposium – June 2015
  • Penn Mutual Symposium – June 2015
  • Million Dollar Roundtable (New Orleans, LA)- June 2015
  • American Bar Associations Webinar – June 2015
  • Advisors In Philanthropy (AIP) Annual Conference (Chicago, IL) – April 2015
  • Institute for Private Investors (IPI) Roundtable (New York, NY) – March 2015
  • Family Office Exchange (FOX) Webinar – February 2015
  • Fourth Annual Institute on Tax, Estate Planning and the Economy: STEP/University of California Seminar (Newport Beach, CA) – January 2015
  • Heckerling Luncheon Seminar (Orlando, FL) – January 2015
  • Hawaii Tax Institute (Honolulu, HI) – November 2014
  • Society of Financial Service Professionals – November 2014
  • WealthManagement.com Webinar – October 2014
  • National Association of Personal Financial Advisors (NAPFA) Webinar – September 2014
  • Institute for Private Investors (IPI) Roundtable (San Francisco, CA) – September 2014
  • Northern Florida Estate Planning Council – May 2014
  • Ave Maria School of Law (Naples, FL) – April 2014
  • Institute for Private Investors (IPI) Roundtable (New York, NY) – March 2014
  • Third Annual Institute on Tax, Estate Planning and the Economy: STEP/University of California Seminar (Newport Beach, CA) – January 2014
  • Heckerling Luncheon Seminar (Orlando, FL)- January 2014
  • Inland Empire Estate Planning Seminar (Redlands, CA) – November 2013
  • Hawaii Tax Institute – October 2013
  • Lorman’s New Era of Estate Planning (New York, NY) – July 2013
  • Minnesota CLE’s Probate and Trust Conference (Saint Paul, MN) – June 2013
  • 2013 Business and Economic Forum – May 2013
  • Central New York Estate Planning Council – May 2013
  • Southern Nevada Estate Planning Council – March 2013
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL)- January 2013
  • Red River Valley Estate Planning Council (California) – November 2012
  • Bergen County Estate Planning Council (New Jersey) – November 2012
  • Hawaii Tax Institute on Estate Planning – November 2012
  • CalCPA Peninsula/Silicon Valley Annual Estate Planning Symposium (San Jose, CA)  – July 2012
  • West River Estate Planning Council (North Dakota) – June 2012
  • Family Office Exchange Webinar – May 2012
  • Sioux Falls Estate Planning Council (South Dakota) – April 2012
  • Southern Arizona Estate Planning Council – March 2012
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL) – Jan 2012
  • Hawaii Tax Institute on Estate Planning – December 2011
  • Estate Planning Council of New York City’s Estate Planner’s Day – May 2011
  • NYCPA Family Office Group- February 2011
  • Family Office Exchange (FOX)- February 2011
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL) – January 2011
  • NAEPC Annual Conference (San Diego, CA) – November 2010
  • South California Tax Institute- October 2010
  • Hawaii Tax Institute- October 2010
  • Interactive Legal Webinar- September 2010
  • American Bar Association (ABA) Webinar – June 2010
  • Ventura County EPC (California)- May 2010
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL) – January 2010
  • Family Office Exchange Webinar – January 2010
  • Institute for Private Investors (New York, NY) – December 2009
  • Wealth Counsel Annual Meeting (Chicago, IL) – August 2009
  • NAEPC Webinar – March 2009
  • WTAS Webinar – February 2009
  • Rockland County Estate Planning Council (New York) – February 2009
  • Lorman (New York, NY)- February 2009
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL)– January 2009
  • Hawaii Tax Institute – October 2008
  • NAEPC Webinar – September 2008
  • STEP (San Francisco, CA) – September 2008
  • Family Office Seminar (Aventura, FL) – May 2008
  • Financial Events International – Advanced Trust Planning (New York, NY) – 2008
  • AALU Annual Meeting (Washington, D.C.) – May 2008
  • AICPA Tax Strategies for the High-Income Individual (Las Vegas, NV) – May 2008
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL) – January 2008
  • Notre Dame Tax Institute (South Bend, IN) – 2007
  • Hawaii Tax Institute – October 2007
  • InfoVisa Technology Conference (Texas) – September 2007
  • American Bar Association (ABA) Webinar – August 2007
  • NYCLE – May 2007
  • Lorman (New York, NY)– February 2007
  • AXA Equitable Agents (Boca Raton, FL) –February 2007
  • SDTC’s Annual Heckerling Luncheon (Orlando, FL)– January 2007