Join Us for the “Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility” webcast!
Date and Time: October 12, 2023 12:00 PM Pacific Time
Duration: 1 hour
In this webcast, we will discuss modern trust designs and structures that provide family’s the flexibility needed to deal with uncertain futures. We will discuss various types of trust structures, including third-party trusts and self-settled trusts. Additionally, we will cover directed trusts and the trust designs available alongside them in the boutique trust states.
Topics include: the directed trust structure, trust protectors, asset protection, perpetual trusts, moving/modifying existing trusts as well as modern trust inclusions.
Who Should Attend? This webcast is for anyone who is interested in protecting their assets and their family’s future. This includes individuals, families, businesses, and professionals.
Thanks to Our Sponsor!
South Dakota Trust Company LLC (SDTC) is a national boutique trust company founded by Al W. King III and Pierce H. McDowell III, and headquartered in Sioux Falls, South Dakota.
Currently, SDTC has more than $140 billion in assets under administration and $82 billion under agency and currently works with over 115 billionaire and 360 centimillionaire clients who have chosen SDTC as a result of SDTC’s exceptional service, along with South Dakota’s competitive and unique trust, privacy, asset protection, income tax, and private family trust company laws.
Our Keynote Speakers
Managing Director/President of South Dakota Planning Company / Chairman of Management Committee of SDTC Related Companies
Jim Paladino is the President and Executive Managing Director of South Dakota Planning Company in New York City. South Dakota Planning Company (SDPC) is an estate planning and trust advisory firm for the wealthy. SDPC is responsible for sales, marketing and technical support, including, speeches, publications, trust planning and consulting to support South Dakota Trust Company (SDTC), headquartered in Sioux Falls, South Dakota. SDTC is a national trust boutique, with more than $140 billion in assets under administration, specializing in providing trust administration for the wealthy.
Prior to joining South Dakota Planning Company, Jim Paladino was a Vice President and the Trust and Estate Counselor at Citigroup working with the high net worth Private Bankers in New York. Mr. Paladino provided technical estate and charitable planning assistance to wealthy clients and their advisors.
William Murphy is the Managing Director of SDTC Planning and is based out of its Westport, CT office. SDTC Planning is an estate planning and trust advisory firm for high net worth individuals and families, and a sister company of South Dakota Trust Company LLC (SDTC). SDTC Planning is responsible for business development and technical support, as well as, speeches, publications, trust planning and consulting to support SDTC. SDTC, an independent trust company headquartered in Sioux Falls, SD, is a national trust boutique specializing in providing trust administration for the wealthy, and currently has over $140 billion in assets under administration and over $85 billion in agency relationships.
Joining SDTC Planning in 2010, Mr. Murphy is a member of SDTC Related Companies Executive Management Committee. Over the years, he has been able to develop and maintain respected relationships with attorneys and advisors for high net worth individuals.
Managing Director & Corporate Counsel
South Dakota Planning Company
Mario Signori is the Managing Director & Corporate Counsel of South Dakota Planning Company in New York City. South Dakota Planning Company is an estate planning and trust technical advisory firm for high net worth individuals and families, and an affiliated company of South Dakota Trust Company LLC (SDTC). SDTC currently has over $140 billion in assets under administration and over $85 billion in agency relationships. Mr. Signori also acts as counsel to SDTC’s holding company and other related entities.
Prior to joining South Dakota Planning Company, Mr. Signori was an Associate Attorney at Hebble & Associates, PC, a boutique law firm in New York City focusing on trusts & estates and corporate services for high net worth domestic and international families. Prior to entering private practice, Mr. Signori clerked for the Honorable Chief Judge Mark Switalski of the 16th Circuit Court of Michigan.
Patricia M. Soldano
President & Chairman, FEUSA, Founder & President & Chairman, PATG
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.
Webcast Date and Time:
October 12, 2023 12:00 PM Pacific Time