SDTA Fall Forum 2025 Deck Highlights: ACTEC Comparison of DAPT Statutes (Aug 2025)

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the second of seven:

ACTEC Comparison of DAPT Statutes (Aug 2025)

Side-by-side review of 21 states covering creditor exceptions, UVTA status, limitations periods, situs and trustee requirements, affidavits, decanting, tax treatment, duration, and recent legislative and case updates.

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