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DTSTART:20250513T213000Z
DTEND:20250514T000000Z
LOCATION:Jonnie's Italian Steak House - Moline
UID:2742820250513T213000ZOverview of South Dakota Trust Structuring and Potential Decanting Opportunities for High Net Wealth Families
DTSTAMP:20260516T022423Z
DESCRIPTION:\nPlease join us for an informative talk on South Dakota Trusts and find out everything you ever wanted to know about them!  Scott is a native Quad Citian and is newly admitted to practice law in the State of South Dakota.\n \nDinner will be served and cash bar is available.\n \nPlease RSVP by May 9th   \n \nScott's practice focuses primarily on estate tax planning and business succession matters for ultra high net worth families, with the majority between $25MM - $500MM+.   \n \nScott’s early and extensive experience at a Tier 1 nationally ranked law firm in Chicago as well as in his current role as a leader of the trusts and estates group at Duggan Bertsch has provided him with the expertise necessary to navigate complex estate tax matters, difficult business succession matters and the interactions therefrom in all types of corporate transactional (M&A) and family business dispute matters.  \n \nThe majority of Scott's clients have significant estate tax exposures from multi-generational wealth (primarily for medium and large closely owned family businesses across the spectrum of manufacturing, construction, real estate, agriculture, technology, etc.) as well as corporate executives and all other families who need sophisticated estate tax expertise.\n \nIn addition to his law degree, Scott is a Certified Public Accountant (CPA) and received his post-doctorate Masters in Taxation (LL.M.) from Northwestern. \n \nScott is one of the five owners of Duggan Bertsch, roughly a 100 person law firm that is focused on representing private clients in the areas of estate tax, business succession and general family office representation.\n \nWhile Scott resides with his family in West Des Moines, Iowa, his team of roughly 10 attorneys and 5 paralegals primarily practice out of the Chicago office of Duggan Bertsch.\n \n*The Supreme Court of Illinois does not recognize specialties in the practice of law.\n
SUMMARY:Overview of South Dakota Trust Structuring and Potential Decanting Opportunities for High Net Wealth Families - Quad City Estate Planning Council 
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