Session Description

Modern trust structures can transform a client’s estate plan by providing increased flexibility, control and family governance while also promoting family values. They can also provide an enormous amount of tax, asset protection and non-tax benefits for both a family's illiquid and liquid trust assets. Join King as he discusses the most popular modern trust structures chosen by the wealthy, as well as the various ways they are used to complement the client’s underlying investment management and insurance goals. These structures can complement both a client’s investments and insurance planning, providing advisors a powerful combination and market differentiator for both domestic and international clients.

Biography

Al W. King III, J.D., LL.M., is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company LLC (SDTC). SDTC is a national trust boutique serving wealthy families all over the world with more than USD 28 billion in assets currently under administration. Previously, 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. King is the Co-Vice Chairman of the Editorial Board for Trusts & Estates magazine and has been inducted into NAEPC’s Estate Planning Hall of Fame.

South Dakota Trust Company LLC
10 East 40th St., Ste. 1900
New York, NY 10016 USA

Email: Alking@sdtrustco.com
Phone: 212-642-8377
Website: www.sdtrustco.com