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February 26, 2021

Types of Charitable Trusts

UTC§ 405 (a) (2000) – “A charitable trust may be created for the relief of poverty, the advancement of education or religion, the promotion of health, governmental or municipal purposes, or other purposes the achievement of which is beneficial to the community.”

February 11, 2021

Client Service - A Mindset Not a Cheap Tagline

We are not your grandparents trust company.

This blog will cover the history, evolution and simple approach about and on...

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January 28, 2021

Hybrid Domestic Asset Protect Trust (DAPT) - Escape Clause

This blog describes how a Hybrid Domestic Asset Protection Trust (DAPT) works for grantors wanting an escape clause while taking advantage of their $11.7 million estate tax exem...

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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

January 11, 2021

What is a Fiduciary?

When individuals hear the word trustee, they often associate the word fiduciary along with it. However, most individuals do not understand what acting in a fiduciary capacity means. A fiduciaryFalse

November 23, 2020

Private Trusts and Directed Trusts - South Dakota's hidden treasures

Most individuals want to maintain control even though they have placed assets in a trust. They are called a Private Trust. Making a trust private is one way to keep control; a directed trust isFalse

November 13, 2020

The Power of the Marital Deduction

When a large amount of wealth is being transferred, it is essential to understand what taxes can occur. This blog will cover the importance of understanding the federal estate tax, the power of theFalse

October 26, 2020

South Dakota trust law - 25 reasons ranked #1 [Checklist]

This blog post will provide 25 reasons why South Dakota trust law ranks #1 in America. A leader in anything creates a naturally occurring set of healthy and repeatable habits. Being in the mid-west,False

October 20, 2020

Are Irrevocable Life Insurance Trusts taxable? [Guide]

Are Irrevocable Life Insurance Trusts taxable - when and why? With a new presidential debate on the horizon, wealthy individuals are looking at every option available to shelter their assets.

October 16, 2020

Smarter faster financial advisor business plan - 5 tips [Checklist]

This blog post will provide five simple financial advisor business plan ideas to serve clients faster and smarter around non-core items. This post will cover:

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