A selected list of speeches and webinars given by the South Dakota Trust Company Founders and Key Employees:
- New York Estate Planning Council – April 2022
- Heckerling Institute on Estate Planning – March 2022
- Hawaii Estate Planning Council – March 2022
- Sioux Falls Estate Planning Council – March 2022
- Family Office Exchange Webinar – November 2021
- South Dakota Trust Association Fall Forum – October 2021
- STEP Webinar – September 2021
- Heckerling Institute on Estate Planning – May 2021
- Trusts & Estates Magazine Webinar – April 2021
- Trusts & Estates Magazine Webinar – January 2021
- Family Office Exchange Webinar – November 2020
- Trusts & Estates Magazine Webinar – September 2020
- Trusts & Estates Magazine Webinar – June 2020
- Family Office Association – May 2020
- Heckerling Institute on Estate Planning – January 2020
- Hawaii Tax Institute – November 2019
- FPA of Orange County – October 2019
- Sacred Heart University High Net Worth Conference – June 2019
- Heckerling Institute on Estate Planning – January 2019
- Hawaii Tax Institute – November 2018
- 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