Bridgeford Trust to Participate in “Emerging and Dynamic Trust Laws: A New Wealth Management Paradigm” Webinar
Bridgeford Trust will partner with McKonly & Asbury as a featured guest on their upcoming webinar entitled “Emerging and Dynamic Trust Laws: A New Wealth Management Paradigm.” This webinar will take place on Wednesday, November 16, 2016.
This webinar will be hosted by David Warren, President and CEO of Bridgeford Trust, along with Executive Vice President Jessica Beavers.
This presentation will consider newly enacted progressive trust laws within the overall context of the vital importance of selecting proper trust jurisdiction in the wealth planning process. Concepts such as the Community Property Trust, Dynasty Trust, Directed Trust, Trust Protector, Family Advisor, Privacy, and Trust Taxation will be discussed in detail, with special focus on how these compelling modern trust planning tools have combined to render the United States both a worldwide tax and privacy haven for families across the nation.
During this webinar, attendees can expect to learn about the following:
- Learn about two very powerful and compelling new trust planning tools available: the Community Property Trust and the Family Advisor.
- Understand that trust jurisdiction matters and that selecting the proper U.S. trust jurisdiction is more crucial now than ever before in the wealth planning process.
- Learn why the U.S. has emerged as an international tax and privacy haven and why this matters to the U.S. planning community.
Wednesday, November 16 at 2 PM EST
This free, one hour-long webinar will take place on Wednesday, November 16th at 2:00 p.m. EST. One Tax CPE credit is available for this one hour-long webinar. The level for this CPE is Intermediate and the prerequisite for this CPE is a basic understanding of trust administration. This program is a live webinar which offers you the opportunity to ask questions and interact with the presenters. We look forward to you joining us for this webinar! Remember to subscribe to our newsletter and social networks to stay up to date on all upcoming events.