Are you building a legacy that lasts or leaving your wealth exposed to taxes, lawsuits, and family conflict?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Anthony Joffe, Chairman of Sterling Trustees, one of the nation’s top independent corporate trustees based in South Dakota. With nearly two decades of experience helping ultra-high-net-worth families structure their trusts, Anthony shares powerful insights into why trusts are more than estate tools, they're strategic wealth planning vehicles. Patrick and Anthony explore what makes South Dakota the gold standard for trust law, the dangers of choosing the wrong trustee, and how smart entrepreneurs are protecting their wealth for generations to come.
Whether you're just getting started with estate planning or you're already managing substantial assets, this episode is packed with practical strategies that can save millions in taxes, avoid probate, and create long-term clarity for your family and business. If you’re serious about protecting what you’ve built, this is one you don’t want to miss.
Key Takeaways:
- Why South Dakota is the premier jurisdiction for trust planning
- The difference between a corporate trustee, a family member, and a bank
- How directed trusts and trust protectors create more control and flexibility
- The dangers of poor trust drafting and outdated estate documents
- Why flat-fee, independent trustees eliminate conflicts of interest
- What to expect when working with a professional trustee like Sterling
- How to start or transition your trust the right way
Learn More About Antony:
Phone: 610-234-0626
Resources:
Visit www.vitalstrategies.com to download FREE resources
Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies
Follow on Instagram at https://www.instagram.com/vital.strategies
Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast
Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/
Credits:
Sponsored by Vital Wealth
Music by Cephas
Art work by Two Tone Creative
Audio, video, research and copywriting by Victoria O'Brien
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