Trust

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.

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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.

Community. Driven. Banking.
800-244-2149 | www.homefederal.com
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