Bridgeford Trust is very pleased to be participating in an upcoming webinar – “International Private Client Issues for Non-US Residents” – scheduled for Thursday, May 30, 2019 at 1:00pm EDT. The program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for planning professionals in over 40 legal, accounting, and […]
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Given recent changes in the tax code, concerns around asset protection and privacy, and the huge influx of international families coming to the United States, selecting the proper U.S. trust jurisdiction in the planning process is more important now than ever. Below is an objective and well-researched chart comparing the leading U.S. trust jurisdictions, with a particular emphasis on […]
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Bridgeford Trust is excited to be sponsoring the STEP International Tax & Estate Planning Forum: Around the Globe in 2019, presented by STEP Los Angeles. Taking place on Thursday, May 9th and Friday, May 10th in Laguna Beach, CA, this much anticipated event presents the latest issues for international private client planning. For a myriad of […]
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The South Dakota Community Property Special Spousal Trust is a very compelling and progressive tax planning tool. The trust may be revocable or irrevocable, created by one or both spouses with both spouses as beneficiaries. This is a very powerful state income and estate tax planning tool because it allows married settlors of the trust to avoid […]
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Episode 2 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page at bridgefordtrust.com/podcasts to hear the latest episode! Episode 2 features David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford Advisors – and guest speaker, Terry Prendergast – Of Counsel at […]
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As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world class multi-family office and third party fiduciary services to domestic and international families.
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.