JTC is proud to be a gold sponsor of the 2022 South Dakota Fall Forum (held by the South Dakota Trust Association).
Four members of JTC’s Private Client Services team will attend the event in person: Tim Carroll, Head of Trust and Fiduciary – Americas, William Blewett, Director, Kimberly Cunningham, Manager and Rebekkah Mouw, Senior Administrator. Other team members from the South Dakota office will attend parts of the event virtually.
The Fall Forum is a hybrid in-person and virtual event. It will highlight some key considerations for trust professionals, advisors and clients, including:
- Different types of taxes – Income, gift, and estate for domestic and foreign trusts
- Regulatory oversights – KYC/AML and due diligence conducted by a trust company before accepting a trust
- What is a family office and should you build one?
To find out more, please visit the website: https://sdtrustassociation.org/fall-forum/
The forum will be held at the Sioux Falls Convention Center from 6 – 7 October.
If you would like to arrange a meeting with Timothy, William, Kimberly or Rebekkah, please contact them directly.
About JTC South Dakota
South Dakota is unique as a trust jurisdiction, thanks to a combination of legislative and fiscal advantages that include modern trust laws and robust provisions for asset protection. JTC can offer an enhanced and highly competitive range of trust and fiduciary services to its private and corporate clients, particularly those in the Americas and Asia with a US element to their planning needs.
Private client services available from or facilitated by our rapidly expanding South Dakota team include a comprehensive selection of US-centric trust types, including Directed Trusts, Delegated Trusts, Irrevocable Life Insurance Trusts, Private Trust Companies, Dynasty Trusts, Generation Skipping Trusts and Asset Protection Trusts.
For more information, please visit the JTC South Dakota webpage.