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The Next Tsunami - Charitable Giving with Non-Charitable Trusts

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 Tuesday, April 28 | 11:00 am

Many wealthy clients’ main concern is to mentor their families to be fiscally and socially responsible members of society. Successful philanthropy can reinforce family values and strengthen a family legacy. This presentation will discuss the trust structures families are establishing to accomplish these goals in perpetuity with governance. Some of the unique modern trust structures that will be discussed are Private Family Trust Companies, Trust Protector Companies and Family Bank Dynasty Trusts. Self-settled trusts, cryogenics trusts, pet trusts, etc. will also be discussed as well as how all these non-charitable structures are being powerfully utilized for charitable giving to supplement a family’s charitable trusts and private foundations. This is a powerful tsunami that will take charitable giving to a new level. 

Presenter Al W. King III is based in New York City and the Co-Founder, Co–Chairman and Co–Chief Executive Officer of South Dakota Trust Company, LLC (SDTC), South Dakota Planning Company, LLC (SDPC) and the Estate Planning Institute (EPI) . South Dakota Trust Company is a national trust boutique for the wealthy based out of Sioux Falls, South Dakota serving clients nationally and internationally. Mr. King was previously Managing Director and National Director of Estate Planning for Citigroup. Mr. King was also the Co–Founder and Vice Chairman of Citicorp Trust South Dakota. Mr. King is the Co–Vice Chairman of the Editorial Board of Trusts & Estates Magazine. He has been a member of the Editorial Board for 20 years. Mr. King has been inducted into the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (AEP), Distinguished. In addition, Mr. King currently serves on the Board of Directors for NAEPC and is the Chairman of the NAEPC Foundation Advisory Board. He is also a member of several groups and organizations including the Society of Trust and Estate Professionals (STEP), the International Association of Advisors in Philanthropy (AiP), New York Philanthropic Advisors Network (NYPAN), Fairfield County and New York City Estate Planning Councils, etc. In addition, he is frequently published and quoted by several publications on various Estate Planning topics and addresses several professional organizations, special interest groups, and general audiences on the subject of estate and financial planning. Mr. King received a Bachelor of Arts cum laude from Holy Cross College, a Juris Doctor from Syracuse University Law School and an LL.M. in Tax Law from Boston University School of Law.

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