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Spring Signature Event
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 Export to Your Calendar 4/27/2017
When: Thursday, April 27, 2017
4:00PM-8:00PM
Where: Morgan Lewis
1 Federal Street
Venue 13
Boston, MA  02110


Online registration is available until: 4/27/2017
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Spring Signature Event with Speaker Al King:

Selecting Modern Trust Structures and Administration Based upon a Family’s Assets Involving the Family and their Advisors for Clients with Net Worths from $5 Million to $1 Billion

 

Join us on April 27th at Morgan Lewis for BEPC's Spring Signature Event!

This year's Spring Signature Event will be a technical seminar followed by a networking reception. This is a great opportunity to meet and mingle with colleagues and fellow BEPC members!

1.00 CE CREDIT HOUR AVAILABLE FOR THIS EVENT

CE Credit sign in sheet will be available at registration, please have your CFP Board ID ready. 


Event Speaker, Al King: Based in New York, NY, Al W. King III is the Co-Founder and Co-Chairman of South Dakota Trust Company LLC (SDTC). SDTC is a national trust boutique serving wealthy families all over the world with currently more than $35 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 NAEPC’s Estate Planning Hall of Fame, serves on their Board of Directors, as well as a former Chair of their Foundation Advisory Board. 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.

See Here for Full Bio Including Publications and Credentials

Seminar Description: This seminar will address how taking an asset-based approach to estate planning and trust administration can be critical to a family when it comes to maximizing efficiency, flexibility, control, governance, succession, promoting family values, asset protection and tax savings.

Some of the more popular trust structures to be discussed will be: Regulated and Unregulated Private Family Trust Companies, Trust Protector Companies, Special Purpose Entities, Directed Trusts, Family Advisor statutes, Dynasty Trusts, Purpose Trusts, etc.

These trust structures all heavily involve the family and their advisors and vary greatly depending upon a family's assets, such as closely held business interests, LPs, LLCS, residential and commercial real estate, art, oil and gas, jewelry, antiques, financial assets, private equity, pets, land, honorary grave sites, life insurance and private placement life insurance. In order to maximize a family’s particular goals, each asset must be evaluated separately to determine the appropriate trust structure or combination. Additionally, the method a family oversees and/or invests these assets must also be considered when selecting a trust structure. This asset based approach to estate planning and trust administration can be critical to a family.


NOTE: Further information on this event will come from bepc@bepc.org. Please make sure that your email is set up to allow these messages and does not filter them into your Spam folder.

Cancellation: If you need to cancel a registration, please notify the BEPC Member Services department at 781-876-8881 or bepc@bepc.org. 100% refunds will be provided for cancellations made more than 3 business days prior to the event. After that, no refunds will be granted but we will accept substitutions.