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A South Dakota-chartered trust company

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    • Stanley Joffe
    • Antony Joffe
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  • September 22
  • Posted By: admin
  • Posted In: Education Blog
  • Date: September 22, 2020
    • 0
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Common Questions about Asset Protection Trusts

From time to time the news media covers various issues related to the popularity of South Dakota’s trust laws. Recently there has been some coverage on the use of asset protection trusts in South Dakota. This coverage, combined with the challenging financial circumstances brought about by COVID-19...
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  • October 23
  • Posted By: admin
  • Posted In: Education Blog
  • Date: October 23, 2019
    • 0
    • 0

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 involves the client’s attorney fully-understanding the unique role that Sterling Trustees plays, and the value it brings not only to them--but to their clients....
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  • October 01
  • Posted By: admin
  • Posted In: Education Blog
  • Date: October 1, 2019
    • 0
    • 0

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? Here’s what you can do to avoid repeating this all-too-frequent frustration...
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  • May 14
  • Posted By: admin
  • Posted In: Education Blog
  • Date: May 14, 2019
    • 0
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For attorneys, retiring can be trickier than you thought

Over the past few months, we have had several calls from attorneys who are...
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  • March 04
  • Posted By: admin
  • Posted In: Education Blog
  • Date: March 4, 2019
    • 0
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3 Takeaways from the 53rd Annual Heckerling Conference

In January, I had the pleasure of attending the 53rd Annual Heckerling Conference...
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  • January 20
  • Posted By: admin
  • Posted In: Education Blog
  • Date: January 20, 2019
    • 0
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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...
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  • October 30
  • Posted By: admin
  • Posted In: Education Blog
  • Date: October 30, 2018
    • 0
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A tax time opportunity that you, as an attorney, must explore for your clients

“...It’s the most wonderful......
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Frustrated woman because her trust officer was slow to process a distribution
  • August 16
  • Posted By: admin
  • Posted In: Education Blog
  • Date: August 16, 2018
    • 0
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Are clients complaining about the slow response time from their corporate trustee?

Your client’s corporate trustee relationship is...
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Wealthy family who uses trust administration services to protect their assets
  • April 04
  • Posted By: admin
  • Posted In: Education Blog
  • Date: April 4, 2018
    • 0
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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 new year means change to many making resolutions or setting goals, both personal and business....
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  • April 02
  • Posted By: admin
  • Posted In: Education Blog
  • Date: April 2, 2018
    • 0
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Sterling Trustees top-ranked in SD by Chambers and Partners

Sterling Trustees, LLC has been recognized by Chambers and Partners...
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Sterling Trustees LLC

Sioux Falls, South Dakota
Suite 509
101 S. Phillips Avenue
Sioux Falls, SD 57104
Phone: (605) 593-8950
Fax: (605) 274-8950
Email

Types of Trusts

Discretionary trusts
Directed trusts
Self-settled trusts
Asset protection trusts
Life insurance trusts
Charitable trusts
Grantor-retained annuity trusts (GRATs)
Qualified personal residence trusts (QPRTs)
Dynasty trusts
Generation-skipping trusts
Defective grantor trusts
Pre-immigration planning trusts
South Dakota dynasty & grantor trusts
Special purpose entities
Spousal Lifetime Access Trust (SLAT)
Purpose trust

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