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Why one of the nation's leading trust jurisdictions deserves a closer look in your estate plan.You've worked hard to build your wealth. You've invested wisely, managed risk, and likely put considerable thought into your estate plan.
But how well are your assets protected from future lawsuits, creditor claims, and other unexpected financial challenges?
South Dakota is routinely ranked among the top trust jurisdictions in the country by leading trust and estate planning experts. Its favorable trust laws offer opportunities for individuals and families looking to protect and preserve their wealth.
And here's something many people don't realize: You don't have to live in South Dakota to potentially take advantage of its trust laws.
One particularly valuable planning tool is the South Dakota Domestic Asset Protection Trust (DAPT). When properly structured, a DAPT can help protect assets from certain future creditor claims while allowing the person who created the trust to remain a discretionary beneficiary.
Join Attorney Sara Anderson of Thompson Law for an educational seminar explaining how these trusts work, what makes South Dakota's laws unique, and how they may fit into your overall estate plan.
What We'll Cover
• Trust Fundamentals. The differences between revocable and irrevocable trusts, and why those differences matter.
• Where Traditional Trusts Fall Short. Why having a trust doesn't necessarily mean your assets are protected from creditors.
• The South Dakota Advantage. What makes South Dakota one of the nation's leading trust jurisdictions and why families across the country establish trusts there.
• Protection with Flexibility. How a DAPT can provide creditor protection while allowing the trust creator to remain a potential beneficiary.
• How the Protection Works. The important roles of trustee discretion, distribution provisions, and spendthrift protections in safeguarding trust assets.
• What About Texas Residents? How individuals living outside South Dakota may benefit from its trust laws, along with the important legal considerations and limitations.
Who Should Attend?
Individuals and families interested in protecting the wealth they've built, along with financial advisors, wealth managers, attorneys, CPAs, and other professionals who help clients with estate and wealth planning.
Whether you're reviewing your own estate plan or exploring additional strategies for your clients, this seminar will give you a practical understanding of South Dakota Asset Protection Trusts, their benefits, their limitations, and when they may be worth considering.
This is a no-cost event. We ask that you RSVP so we can plan for you.
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Event venue
Frost Bank (Northwest Hills), 5835 Balcones Dr, Austin, TX 78731, United States
Tickets
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