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Background & Experience
Heath Oberloh excels in business and estate planning for a wide range of clients, with a particular focus on succession issues for family-owned businesses and farms. He has worked with clients to develop plans that achieve their identified goals, and then ensures all pieces of the plan are implemented efficiently.
Heath also works with families seeking to take advantage of South Dakota's favorable trust laws. He explains the many benefits of South Dakota trust situs and works with the family to craft and execute a plan that will accomplish its goals.
Heath is active in the Sioux Falls Estate Planning Council and Business Law Committee of the South Dakota State Bar, where he helped draft legislation to update South Dakota's limited liability company statutes.
Representative Matters
- Handled the reorganization of the ownership of several wineries and an investment in the winery
- Handled purchase of lakeside campground property and formation of nonprofit entity to purchase the property and operate camps for children there
- Moved a family of existing trusts to South Dakota
- Established long-term trusts for South Dakota ranchers to insure the family will be able to continue to graze the land
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Professional Highlights
Professional Activities
State Bar of South Dakota, Business Law Committee
Minnesota State Bar Association
State Bar of Michigan
Iowa State Bar Association
Sioux Falls Estate Planning Council
Wealth Counsel
Recognitions and Accomplishments
Great Plains Super Lawyers, Rising Star, 2013, 2014, 2015
The Best Lawyers in America, corporate law, 2013-2020
Publications
"The Series LLC: Further Limiting Liability Within the LLC or Creating Liability in the Business Organization Arena? Only Time Will Tell," South Dakota Law Review, Volume 61, Issue 3, Fall 2016
"South Dakota Domestic Asset Protection Trust Legislation," Wealth Counsel, April, 2014 (also featured in Gerry W. Beyer's Wills, Trusts & Estates Prof Blog, June, 2014)
Speaking Engagements
"South Dakota Trusts: Pulling Back the Curtain – From Soup to Nuts – A Survey of SD Trust Techniques and Tips," 2017 Probate & Trust Law Section Conference, Minnesota CLE, St. Paul, June, 2017
"Special Needs Trusts," Trusts and Estates Lunch and Learn Series, February, 2017
"Keeping Litigation in South Dakota," Trusts and Estates Lunch and Learn Series, April, 2016
"Asset Protection and Trust Innovations: South Dakota's Role in Paving the Way for Innovations Nationwide," The South Dakota Law Review Symposium, Hot Topics Panel, April, 2016
"Recordkeeping and Providing Information to Beneficiaries," Trusts and Estates Lunch and Learn Series, March, 2016
"Avoiding Litigation Part 1: Modifying Irrevocable Trusts and Litigation Pitfalls," Trust and Estates Lunch and Learn Series, January, 2016
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Education
University of South Dakota School of Law (J.D., 2000, with Sterling Honors)
Dordt College (B.A. 1997)