Mary Akkerman, Esq. guides clients through all aspects of fiduciary representation and estate planning, 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 regularly works with U.S. and international families and advisors on cross-border planning, non-resident alien trust formation, and international tax issues.
She was elected to the American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors.
Her experience includes:
• Obtaining state charters for private family trust companies for ultra-high net worth families and assisted in formation of trust company entities, policies and procedures, and trust administration matters
• Regularly representing trustees in defense of high-stakes cases involving fiduciary claims
• Regularly representing interested parties in contested trust, estate, guardianship and conservatorship matters
Mary is also a member of Ballard Spahr’s Diversity Council.