FOX Webinar: Maintaining Control & Flexibility with Trusts in Uncertain Times: Key considerations for year-end planning - November 3, 2020
Overview
Please join us on Tuesday, November 3, from 10:00 am to 11:00 am CT, for a FOX webinar on Maintaining Control & Flexibility with Trusts in Uncertain Times: Key considerations for year-end planning.
With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family uncertainty. The focus will be on maximizing control, flexibility, asset protection and privacy for the grantor and the family beneficiaries. The discussion will cover strategies appropriate for year-end planning- both modernizing older, pre-existing trusts as well as drafting new trusts.
Attendees will learn:
1. Essential strategies to be considered in today’s environment when updating pre-existing trusts and new trusts.
2. Trust provisions to be considered in year-end estate planning
3. Techniques to maximize trust structures to meet the needs of the grantor and beneficiaries
Please click on the Register button below to sign up for this member exchange.
You may contact the Events Team with any questions at events@familyoffice.com
CPE Credit Information for the FOX Webinar:
Field of Study: Finance - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Base
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Speaker(s)
Presenters
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CO-FOUNDER, CO-CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER
SOUTH DAKOTA TRUST COMPANY LLC
Al W. King III is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company LLC (SDTC) and SDTC Related Companies with offices in South Dakota, New York, Wyoming, Nevada and Westport, CT where Mr. King is based. SDTC is a national trust boutique serving wealthy families in 54 countries around the world. SDTC currently has more than $80 billion in assets under administration.
Previously, Mr. King was Managing Director and National Director of Estate Planning for Citigroup and also the Co-Founder and Vice Chairman of Citicorp Trust South Dakota.
Mr. King is the Co-Vice Chairman of the Editorial Board for Trusts & Estates magazine. He has been inducted into the National Association of Estate Planning Council’s (NAEPC) Hall of Fame and is a member of the NAEPC webinar and publication committees. He is also a member of many other groups/ organizations.
Mr. King received his J.D. degree from Syracuse University Law School; his LL.M. in tax law from Boston University School of Law; and his B.A. degree from Holy Cross College.
FOX Presenters
Ruth Easterling
Managing Director, Member Services
Ruth Easterling is Managing Director of Member Services for Family Office Exchange (FOX). In her role, she works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Ruth also moderates the Private Trust Company Network and works with the team at FOX to develop programming and insights for the Network. Ruth has held multiple roles at FOX including leading FOX member services, supervising the delivery of learning programs, and overseeing marketing to drive the redesign and brand initiatives that differentiate FOX today.
Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design.
Ruth holds a B.A. degree in Management and Leadership from Judson College.