David Warren Speaks on the Importance of Selecting the Proper Trust Jurisdiction

selectingBridgeford Trust Company sponsored and presented at McKonly & Asbury’s very successful Collaborate 2014 Conference on May 21 at the Hershey Lodge. This second annual conference focused on timely and relevant business, planning, and tax issues facing business owners and leaders from across the Central PA region.

David Warren, President and CEO of Bridgeford Trust Company, co-presented with Dan Matarrese, CPA and Tax Senior Manager with McKonly & Asbury, a very informative session entitled “A Comprehensive Look at the Wealth Transfer, Protection, and Enhancement Benefits of a South Dakota Trust”.

This session focused on the vital importance of selecting the proper trust jurisdiction and why it is an important matter in the planning process as it pertains to asset protection, tax mitigation, and privacy. The session was highly interactive and highlighted the fact that not all states are “created equal” relative to trust laws and, therefore, considering alternative trust jurisdictions is as an important a consideration as the decision to create a trust in the wealth planning process.

You can view the slides from the presentation below. Please feel free to contact us via our contact page if you have any questions or would like additional information about the power of selecting the correct trust jurisdiction.