Attorney Assistance
• Trust and estate attorneys understand how a South Dakota trust can serve as a valuable estate planning tool for affluent clients who wish to leave significant legacies preserving treasured family values for future generations in a highly tax advantage manner. SDTC can work with an attorney to plan and implement trusts that satisfy the South Dakota situs requirements.
• SDTC's goal is to supplement the relationship an attorney may have with his/her client by working with the attorney in a responsive value-added manner. SDTC's trust officers have a "can do" attitude without a bureaucracy allowing them to respond quickly.
• Forms and other required language as well as technical expertise, statutory assistance and planning options are available by contacting SDTC.
• If client does not have an attorney, or if an attorney desires "Of-Counsel" assistance, SDTC can provide lawyer referrals familiar with South Dakota law, trust drafting and planning strategies. SDTC has forged relationships with most of the top estate planning lawyers throughout the U.S.. All of these attorneys are familiar with working with local counsel in an "Of-Counsel" relationship.
If you have any questions or would like any additional information regarding SDTC's Trust Services, please contact us .
