PROTECT
What Matters
What Matters
PROVIDE For
Generations
Generations
PRESERVE A Lasting Legacy
Thoughtful Planning.
Generational Impact.
Generational Impact.
Why We Need a Dynasty Trust
South Dakota Dynasty Trust vs Trust
Building wealth that outlives generations
| Dynasty Trust | Traditional Trust | |
|---|---|---|
| Duration | Can last for hundreds of years or more | Typically ends after one or two generations |
| Generations Covered | Multiple generations (5+ or more) | Limited to one or two generations |
| Asset Protection | Strong protection from creditors & lawsuits | Standard protection, varies by state |
| Tax Benefits | Helps eliminate estate & generation-skipping | May be subject to estate & generation-skipping |
100+
Years of Legacy
Dynasty trusts can last for centuries in South Dakota.
5+
generations
Preserve wealth for your children, grandchildren, and countless generations to come.
0%
State income tax
Preserve wealth for your children, grandchildren, and countless generations to come.
Family Perspectives
What is this Going to Do for Inheritance?
Provide for Every Generation
Ensure children, grandchildren and future generations are provided for.
Protect from Life’s Uncertainties
Guard assets from lawsuits, creditors, divorce, and financial missteps.
Support What Matters Most
Fund education, special needs care and values that define your family.
Leave a Lasting Legacy
Create a multigenerational impact that reflects your purpose and values.
This isn’t just about transferring wealth.
It’s about creating a lasting legacy for the people you love and the causes you support.
The South Dakota Advantage
Why South Dakota for Your Dynasty Trust
One of the strongest trust jurisdictions in the nation.
STRONG ASSET PROTECTION
Industry-leading protection from creditors, lawsuits, and divorces.
PERPETUAL TRUSTS ALLOWED
Dynasty trusts can last for generations without time limits.
NO STATE INCOME TAX ON TRUSTS
Keep more of your wealth working for future generations.
STABLE & TRUST-FRIENDLY LAWS
Decades of consistent support for trust and estate planning.
#1
Trust Jurisdiction
South Dakota is consistently ranked the #1 trust jurisdiction in the United States
PROFESSIONAL WEALTH COORDINATION
A Team Approach to Protect Your Legacy
COMPREHENSIVE PLANNING. COORDINATED EXECUTION. LASTING IMPACT.
Your legacy is too important to leave to chance. A coordinated team helps ensure every detail is addressed and every long-term goal is protected.
ATTORNEY
Designs the legal structure and ensures your plan is built on a strong foundation.
CPA / TAX ADVISOR
Creates tax-efficient strategies to help preserve and grow your wealth.
TRUST OFFICER
Manages and administers the trust with care, discretion, and expertise.
FINANCIAL ADVISOR
Aligns your financial plan with your long-term goals and risk tolerance.
FAMILY GOVERNANCE ADVISOR
Helps your family communicate, plan ahead, and stay aligned for generations.
Meet Your Financial Services Partner
Roger Leftwich
With my 30 years of experience, I'm here to help you the best policies at the best price.
DISCLAIMER: This presentation is for educational and informational purposes only and should not be considered legal, tax, or financial advice. Dynasty trusts and estate planning strategies should be reviewed with qualified attorneys, tax professionals, and financial advisors before implementation. Trust laws, tax treatment, and asset protection benefits vary by state and individual circumstances. Past performance and projected outcomes are not guaranteed.