Regional Member Briefing - Chicago - June 27


Thursday, June 27, 2013 - 4:30pm to 6:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. The topic presented by our host, South Dakota Trust will be Maintaining Flexibility and Control with Trusts During Times of Tax, Economic and Political Uncertainty-2013 & Beyond.

Attendance is included with membership, but advance registration is required.


University Club
76 E Monroe St.
Chicago  Illinois  60603
United States
  • Agenda

11:30 a.m.

FOX Welcome and Wealth Trends Update

11:45 a.m.

Host presentation during lunch: 

Maintaining Flexibility and Control with Trusts During Times of Tax, Economic and Political Uncertainty-2013 & Beyond

Matthew Tobin, Managing Director and Pierce McDowell, Co-CEO of South Dakota Trust Company

In this time of tax, economic and political uncertainty, many families are interested in techniques to increase flexibility, control and privacy with their trusts and estate plans. By developing their own Private Family Trust Company or utilizing modern trust structures such as Directed Trusts, Trust Protectors and Special Purpose Entities, many families can accomplish these goals in this ever-changing and unpredictable environment.

Join us at this Regional Member Briefing to gain practical insights from industry experts on how Private Family Trust Companies (PFTC), Directed Trusts and other modern trust structures are changing the way families look at trusts, estate planning and family governance.  Discover how a PFTC or other modern trust structures may be the perfect solution for a family who values control, flexibility and privacy.  This program will discuss how to set up a Private Family Trust Company and Directed Trust structure, and will also focus on the other modern and unique estate planning techniques that can provide governance, tax and asset protection benefits for years to come.

12:45 p.m. Peer Dialogue
1:30 p.m. Adjourn