Dynasty Trusts from Home Federal
No one knows where a legacy will start…but we know the perfect place to protect it.
Dynasty Trusts can be a critical and beneficial estate planning tool to ensure your clients’ assets are protected in perpetuity. Just as critical is the entity you select to help service your clients’ estate.
With state laws that protect trusts from transfer taxes and claims from beneficiaries’ creditors, South Dakota is a premier location to situs your clients’ trusts.
By establishing a Dynasty Trust with Home Federal Bank, you’re not just protecting your clients’ wealth, you’re creating significantly more of it. South Dakota estate laws provide protection from 12 major taxes - including state income tax. Furthermore, South Dakota is one of the few states with no Rule Against Perpetuities, so that those trusts can remain active indefinitely.
Secure a stronger future for your clients. Consider Home Federal Bank as the situs for your clients’ Dynasty Trust.
To learn more:
- Email: Click here to contact Kristi Metzger at Home Federal Bank.
- Call: 605.333.7579 or 1.800.244.2149.
- Visit us at Booth #403 at the 48th Annual Heckerling Institute on Estate Planning Conference from January 13-17, 2014.
Home Federal does Personal Banking, Business Banking, Ag Lending , Home Loans, Trust and Asset Management, and Investments. With so much to offer, learn what Home Federal can do for you.