Insights
Written to be understood.
Information on South Dakota trusts, asset protection, succession planning, and the tax questions underneath a transaction.
What is said about trusts, and what the law actually provides
Seven claims commonly made about trusts and probate, set against what the law actually provides.
The limits of a South Dakota asset protection trust
These structures operate prospectively. Where the protection ends, why timing governs the outcome, and what the laws do not reach.
Fair is not always equal and equal is not always fair
When one heir operates the farm, and others do not, considerations for discounted buyout structures and the valuation questions underneath them.
By subject
Where the depth already is
Alongside the articles above, the practice and pillar pages carry the long form treatment of each subject below.
South Dakota trust law
Perpetual trusts, directed trusts, privacy, and the law behind each.
Asset protection
Self-settled trusts, their benefits, and what the structure does not reach.
Private wealth and estate tax
Exemption planning, the generation skipping transfer tax, and freezing growth.
Farm and ranch succession
Entity structure, transfer restrictions, and non-farming heirs.
Business transactions
Deal structure, purchase price allocation, and qualified small business stock.
For advisors
How the firm works alongside other advisors and legal counsel.
Next step
A question is faster than an article.
If what you are looking for is not written up yet, ask. Most questions are answered directly, and general questions from other advisors are not billed.
Initial consultations are provided without charge.