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JTC is Delighted to be a Gold Sponsor of the South Dakota Fall Forum

South Dakota Start: 6th Oct 2022 End: 7th Oct 2022

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.

Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 85% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

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