Working with Attorneys

Among trust and estate attorneys, South Dakota is widely recognized for its advantages for clients who wish to protect their legacies and family values for future generations. Fieldpoint Private Trust can work with an attorney to plan and implement trusts that will clearly meet the situs requirements for South Dakota.

Our goal is to add value to the attorney-client relationship; remaining responsive at all times, with a “can-do” attitude.

We will facilitate attorney’s needs with respect to forms and required language, statutory and technical assistance, and planning options.

Should a client not have an attorney, or if an attorney is looking for “of-counsel” assistance, we will provide referrals to lawyers familiar with South Dakota law, trust drafting, and planning strategies.