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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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Christopher Holtby, Trust Educator & Co-Founder

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise to be a Trust Educator. Learning never stops.
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Recent Posts

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