SDTA Fall Forum 2025 Deck Highlights: Oshins DAPT Rankings (2019)

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 final share:

Oshins DAPT Rankings (2019)

Comparative scoring that places Nevada and South Dakota at the top, based on statute strength, income tax, UVTA adoption, limitations, exception creditors, solvency affidavits, fraudulent transfer standards, and decanting quality.

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