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I pratice in the area of Trusts and Estates. My practice includes dynasty trust planning, domestic asset protection trusts, trust reformation, decanting and modification, and contested trust and estate mattters. I was elected as an ACTEC Fellow and have earned the TEP designation at STEP. I also represent clients and family offices in setting up public or private trust companies in South Dakota. Many of my clients are international families or their advisors. I regularly serve as local counsel for attorneys seeking South Dakota trust situs for their ultra high net worth clients. Many of my clients are fiduciaries or beneficiaries seeking assistance in court supervised matters or in litigation.
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Davenport, Evans, Hurwitz & Smith, LLP 206 W. 14th St. PO Box 1030 Sioux Falls, SD 57101-1030 Sioux Falls, SD 57101-1030 |
| Website: | http://www.lindquist.com/People/Mary-Akkerman |
| Phone: | 605-357-1220 |
| Offices: |
Lindquist & Vennum Llp
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| Association name | Position name | Duration |
|---|---|---|
| American College of Trust and Estate Counsel | Fellow | N/A |
| Society of Trust and Estate Practitioners | TEP | N/A |
| myLawCLE | Advisory Board | N/A |
| South Dakota Planning Group Initiative, LLC | Director | N/A |
| WealthCounsel | Member | N/A |
| Florida Bar | Member | N/A |
| South Dakota State Bar | Member | N/A |
| Iowa State Bar Association | Member | N/A |
| Minnesota State Bar Association | Member | N/A |
| Minnesota Women Lawyers | Member | N/A |
| TAGLaw | Member | N/A |
| Prairie Family Business Association | Member | N/A |
| American College of Trust and Estate Counsel | Fellow | 1900 - 1900 |
| Society of Trust and Estate Practitioners | TEP | 1900 - 1900 |
| myLawCLE | Advisory Board | 1900 - 1900 |
| American Bar Association | Member | 1998 - 1900 |
| American Bar Association | Member | N/A |
| Sioux Falls Estate Planning Council | Director | 2014 - 1900 |
| Sioux Falls Estate Planning Council | Director | N/A |
| Award name | Grantor | Date granted |
|---|---|---|
| Great Plains Super Lawyer | Super Lawyers | 2014 |
| Thomas Sterling Honor Soicety | University of South Dakota School of Law | 2001 |
| West Publishing Award | Thomson Reuters | 2001 |
| Lynn Jackson Award for Evidence | University of South Dakota School of Law | 2000 |
| Everett Bogue Memorial Scholarship | University of South Dakota School of Law | 1998 |
| School name | Degree | Graduated |
|---|---|---|
| University of South Dakota School of Law | JD - Juris Doctor | 2025 |
| University of South Dakota School of Law | JD - Juris Doctor | 2025 |
| Case name | Outcome |
|---|---|
| In re Estate of Craft | Successful negotiation of generous settlement for surviving spouse |
| In re Estate of Kessler | Successful settlement in favor of daughter of decedent |
| In re Field Trust | Petition successfully denied and GST tax avoided |
| Smook v. Minnehaha County | Client successfully dismissed from lawsuit |
| Wellin v. Wellin et al. | Trustee defendant successfully dismissed from lawsuit |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| FL | 114583 | Member in Good Standing | 2015 | 11/15/2021 |
| IA | Active | 2013 | 11/15/2021 | |
| MN | Authorized to Practice | 2001 | 11/15/2021 | |
| SD | Active | 2002 | 09/15/2021 |
| Publication name | Title | Date |
|---|---|---|
| Lindquist & Vennum LLP | South Dakota Trust Law Deskbook | 2014 |
| Inside the Minds (Aspatore Books) | Managing Disputes Over Wills and Inheritance: Leading Lawyers on Navigating Clients through Probate Contests | 2013 |
| Inside the Minds (Aspatore Books) | Managing Disputes Over Wills and Inheritance: Leading Lawyers on Navigating Clients through Probate Contests | 2013 |
| The Trust Advisor | Why an Irrevocable Trust is Not Always Irrevocable | 2012 |
| Conference name | Title | Date |
|---|---|---|
| Strafford | Trust Protectors in Estate Planning: Benefits and Legal Risks | 2015 |
| RPTE Spring Symposia | Pre-Immigration Planning | 2015 |
| myLawCLE | Top 10 Mistakes in Estate Planning, Including Ethical Considerations | 2015 |
| myLawCLE | Settling Trust and Estate Disputes Without Litigation | 2015 |
| myLawCLE | Wills and Revocable Trusts | 2015 |
| Strafford | Trust Protectors in Estate Planning: Benefits and Legal Risks | 2015 |
| myLawCLE | Spendthrift Trusts: Nuts and Bolts | 2015 |
| myLawCLE | Estates, Trusts and Other Fiduciaries: Duties and Risk Management | 2015 |
| myLawCLE | Domestic Trust Planning for International Families | 2015 |
| South Dakota State Bar, Family Law Section | Trusts: An Asset Subject to Division? | 2014 |
| Representing Estate and Trust Beneficiaries and Fiduciaries | Beneficiary Rights and the Right to Change Situs | 2014 |
| National Constitution Center | Fiduciary Breach of Duties: Keys to Litigating Misuse of Trust and Estate Assets | 2014 |
| National Business Institute | Terminating Trusts | 2014 |
| myLawCLE | The Essentials of Trust Administration from Start to Finish | 2014 |
| myLawCLE | Drafting IRA Trusts 101 | 2014 |
| myLawCLE | Directed Trusts 101 | 2014 |
| myLawCLE | Estate Administration: Closing the Estate and Filing the Final Tax Return | 2014 |
| myLawCLE | Estate Planning Basics | 2014 |
| myLawCLE | Intermediate Estate Planning, Including Life Insurance | 2014 |
| National Business Institute | Middle Market Mergers and Acquisitions | 2013 |
| State Bar Convention | Reformation, Decanting and Conversion to Unitrusts | 2010 |
| Title | Company name | Duration |
|---|---|---|
| Attorney | Rider Bennett LLP | 2001 - 2003 |
| Attorney | Rider Bennett LLP | 2001 - 2003 |
| Attorney | Woods Fuller Shultz & Smith PC | 2004 - 2012 |
| Attorney | Woods Fuller Shultz & Smith PC | 2004 - 2012 |
| Partner | Lindquist & Vennum | 2012 - 1900 |
| Partner | Lindquist & Vennum | N/A |
