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Trusts 101 For Investment Advisors: What Is a Trust and How Do Trusts Work?

As baby boomers have started reaching retirement age, the next 30-40 years will see the largest ever transfer of wealth between generations. For investment advisors, this creates a huge opportunity not only to gather new assets but also make sure that you don't lose any existing clients assets....

South Dakota’s Long History of Support for the Trust Industry Keeps It a Top Choice as Trust Situs

For anyone actively involved ...

Common Questions about Asset Protection Trusts

From time to time the news media covers various issues related to the popularity of South Dakota’s...

When selecting a trustee, does size really matter?

When we start working with a new client, it’s often at the end of an evaluation process that invol...

Real estate strategy affected by a slow corporate trustee?

Have you lost out on a home buying opportunity because you couldn’t get a distribution in time? He...

For attorneys, retiring can be trickier than you thought

Over the past few months, we have had several calls from attorneys who are serving...

3 Takeaways from the 53rd Annual Heckerling Conference

In January, I had the pleasure of attending the 53rd Annual Heckerling Conference...

Are you a creature of habit – at the expense of your clients?

In many situations, being a creature of habit is beneficial. It guides you through...

A tax time opportunity that you, as an attorney, must explore for your clients

“...It’s the most wonderful......

Frustrated woman because her trust officer was slow to process a distribution

Are clients complaining about the slow response time from their corporate trustee?

Your client’s corporate trustee relationship is critical to...

Wealthy family who uses trust administration services to protect their assets

9 Questions Wealthy Families Should Be Asking in 2018

Here we are passing through February into March already and settling in to a new year. Often, the ne...

Sterling Trustees top-ranked in SD by Chambers and Partners

Sterling Trustees, LLC has been recognized by Chambers and Partners as a top-ranked…...

Trust business swells in SD with international changes

For decades, South Dakota has been among the most favorable places in the…...

Wealth Advisor: How South Dakota Became A Leader In National Trust

Last year Gov. Dennis Daugaard reconfigured South Dakota's trust task force…...

In recent years, trust activity getting large in South Dakota

Trust companies headquartered in South Dakota surpassed $226 billion in......

Private Wealth magazine: The South Dakota Story

The casual observer has probably encountered a South Dakota story without even knowing it. Such stor...