Why directed trusts?
With a directed trust, you maintain the ability to customize the trust instrument to your distinct family, investment, and estate plan needs, while allowing you to retain your investment advisor. Additionally, these trusts can:
- Limit personal liability
- Hold many types of traditional or unique assets
- Be integrated into your holistic wealth plan
Why South Dakota?
South Dakota Trusts offer a number of advantages including:
- Unlimited duration for Dynasty and Purpose Trusts
- Best privacy statutes in the country and ability to create quiet trusts
- Multiple layers of trust asset protection
- No state, gift, or GST tax and no state income tax on growth
- Ability to modify or amend trusts without judicial involvement
