Trusts & Estates magazine once again names South Dakota as a top tier trust jurisdiction. Annually, Trusts & Estates magazine evaluates trust jurisdictions utilizing an objective approach that considers the following factors: 1) whether a state has a Rule Against Perpetuities; 2) whether a state has income, inheritance, or premium taxes; 3) whether the state has adopted […]
https://bridgefordtrust.com/wp-content/uploads/2020/02/SD-map-with-tack.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2020-02-20 11:18:522020-02-20 11:18:52South Dakota Again Considered a Top U.S. Trust Jurisdiction by Trusts & Estates Magazine
South Dakota is again ranked, for the 7th consecutive year, as having the top decanting statute in the nation! Published by Nevada attorney Steve Oshins, the new 7th Annual Trust Decanting State Rankings Chart is an excellent resource for advisors and clients because of his methodical and objective approach to evaluating the factors that impact the viability of […]
https://bridgefordtrust.com/wp-content/uploads/2020/02/southdakota-decanting.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2020-02-11 13:32:412020-02-11 13:32:41South Dakota’s Decanting Statute is Ranked, for the 7th Time, as Best in the Nation
Episode 8 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 8 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest Marty Jackley – current Partner at Gunderson, Palmer, Nelson, and […]
https://bridgefordtrust.com/wp-content/uploads/2019/01/podcasts.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2020-01-31 09:00:312020-01-30 12:42:15Delivering Direction and Control Podcast Series – Episode 8 with Marty Jackley, former South Dakota Attorney General
Bridgeford Trust is excited to be sponsoring the 9th Annual Institute on Tax, Estate Planning and the World Economy, presented by STEP Orange County. Taking place on February 3rd and 4th in Newport Beach, CA, this much anticipated conference presents the latest issues for U.S. and international private client planning. For a myriad of reasons, including […]
In light of changes in the federal tax code and recent favorable tax cases, state tax planning using trusts has emerged as a powerful tool; this was most recently affirmed and validated by the Supreme Court’s unanimous decision in the Kaestner case and the Court’s Denial of Cert. in the Fielding case. Simply by selecting […]
https://bridgefordtrust.com/wp-content/uploads/2020/01/CA-Roadshow-1.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2020-01-17 13:54:422020-01-24 11:15:09Bridgeford Trust to present “State Tax Planning Using Trusts” in Los Angeles, California – February 5th
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.