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Webcast Registration Form South Dakota Trust - Pat Soldano

Join Us for the “Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility” webcast!

Date and Time: October 12, 2023 12:00 PM Pacific Time
Duration: 1 hour

In this webcast, we will discuss the powerful trust laws and how they can be used to protect your assets and your family’s future. We will also discuss the different types of trusts available, including third-party trusts and self-settled trusts. Topics to be covered include: The benefits of using a trust, different types of trusts available, how to choose the right trust for your needs, how to set up a trust, how to manage a trust, and how to avoid common trust mistakes.

Who Should Attend? This webcast is for anyone who is interested in protecting their assets and their family’s future. This includes individuals, families, businesses, and professionals.

Thanks to Our Sponsor!

South Dakota Trust Company LLC (SDTC) is a national boutique trust company founded by Al W. King III and Pierce H. McDowell III, and headquartered in Sioux Falls, South Dakota.

Currently, SDTC has more than $135 billion in assets under administration and $82 billion under agency and currently works with over 115 billionaire and 360 centimillionaire clients who have chosen SDTC as a result of SDTC’s exceptional service, along with South Dakota’s competitive and unique trust, privacy, asset protection, income tax, and private family trust company laws.

Speakers

Our Keynote Speakers

James Paladino

Managing Director/President of South Dakota Planning Company / Chairman of Management Committee of SDTC Related Companies

Based in New York City, Mr. Paladino is the Chairman of the Management Committee of the SDTC Related Companies and also a Managing Director and President of South Dakota Planning Company in New York City. South Dakota Planning Company (SDPC) is an estate planning and trust advisory/consulting firm for its sister company South Dakota Trust Company LLC. SDPC is responsible for sales, marketing and technical support, as well as, speeches, publications, trust planning and consulting to support South Dakota Trust Company (SDTC).

William Murphy

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COMPANY

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Mario Signori

Managing Director & Corporate Counsel

South Dakota Planning Company

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Patricia M. Soldano

President & Chairman, FEUSA, Founder & President & Chairman, PATG

Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.

REGISTER NOW

Webcast Date and Time:
October 12, 2023 12:00 PM Pacific Time

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Information you provide when registering will be shared with the account owner and host and can be used and shared by them in accordance with their Terms and Privacy Policy. Family Enterprise USA & Policy and Taxation Group collects and uses information about webcast attendees for the following purposes: To provide the webcast and any related materials, To contact attendees about future webcasts and other events, To improve the quality of our webcasts and other events. We will not share attendees’ information with third parties without their consent, except with a webcast sponsor, or as necessary to provide the webcast or other services or to comply with applicable laws and regulations. Attendees may opt out of receiving future communications from Family Enterprise USA & Policy and Taxation Group by clicking on the “unsubscribe” link in any email communication. By registering for and attending a webcast, you agree to the terms of this disclaimer.

Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.