Wealth Advisors Trust Company Blog

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May 13, 2023

Understanding a Dynasty Trust under South Dakota trust law

A dynasty trust is a powerful estate planning tool that allows families to preserve and transfer wealth across multiple generations while minimizing taxes. South Dakota trust law has become a popular jurisdiction for establishing dynasty trusts due to its favorable trust laws. In this blog post, we will explore the key features and benefits of dynasty trusts under South Dakota trust law for advisors' clients, grantors, and beneficiaries. 

2 Learning Outcomes from this blog post:

  1. Understand the benefits of establishing dynasty trusts under South Dakota trust law, including wealth preservation and creditor protection.

  2. Gain knowledge of the key features of dynasty trusts in South Dakota, such as perpetual duration, no state income tax, and the option for directed trusts.

Let's dive right in.

April 8, 2023

(2023) Navigating the World of Advisor-Friendly Trust Companies: A Comprehensive Guide

We did it again. Being nominated as a top advisor-friendly trust company. Offering white glove trus...

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March 19, 2023

Silent Trusts for Legacy Planning: Do's and Don'ts

Having money can offer flexibility and safeguards. The question to answer in this blog, for wealthy families, using silent trusts under Read More

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March 6, 2023

Directed Trusts and Incapacity Planning

In light of Bruce Willis's highlight of dementia, it makes sense for wealthy families to understand how to use directed trusts in a simple way under the South Dakota trust law to plan for current orFalse

September 16, 2022

How to pick the best trust company (2022)

This blog will help financial advisors and/or their clients decide what is the best trust company for their situation. And how to pick that type of trustee. 

August 22, 2022

Difficult clients - kids of great clients

It’s a challenge every financial advisor faces at one time or another.

Wonderful, wealthy couples who have been your most loyal clients pass away at a ripe old age. All the wealth they’ve accumulatedFalse

July 8, 2022

Trust law - Open Architecture for Financial Advisors

Every advisor knows having a choice, or an open architecture platform allows them to make wise client choices.

Normally financial advisors are focused on investment choices around open architectureFalse

May 31, 2022

Rethinking Growth Strategies for Financial Advisors

Let’s make this clear: The investment-only advisor is going the way of the dinosaur. The financial planning-centric financial advisor will be treated like a celebrity by their clients and byFalse

May 23, 2022

Treating financial advisors like celebrities

When it comes to describing trust administration, most people wouldn’t say what they do is “fun” or “disruptive.” But Wealth Advisors Trust Company does. And that’s a big reason why clients of thisFalse