123: Lessons from Marketing an Estate Planning Practice - Mary Akkerman

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8+ y ago 31:46

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Mary Akkerman guides clients through the all aspects of fiduciary representation, estate planning, and related administrations, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and also has significant experience working with international advisors, attorneys, and clients with respect to cross-border planning, non-resident alien trust formation, and international tax issues.

Along with corporate and individual fiduciaries and family offices, Mary represents business owners, professionals, retirees, and individuals interested in establishing a South Dakota trust. She is experienced in trust and estate litigation, prenuptial agreements, cohabitation agreements, special needs trusts.

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