This webinar entitled “Supreme Court Strikes Down Taxation on Undistributed Trust Income – What Does It Mean?” was originally produced on Tuesday, July 9, 2019. We hope that you enjoy the full recording of the presentation and additional resources offered below. In an unanimous decision, the Supreme Court strikes down North Carolina’s attempt to tax undistributed income […]
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Episode 3 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 3 features David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford Advisors – and guest speaker, William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s […]
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In an unanimous decision, the Supreme Court strikes down North Carolina’s attempt to tax undistributed income of a resident trust properly sitused and administered in a no income tax state like South Dakota. You can read more about it by clicking here. Indicating that to do so is a violation of due process, the Court’s decision […]
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Bridgeford Trust will be in Nashville, Tennessee from June 10-12 at the 2019 APIC Conference. We will be presenting on a Trust Jurisdiction Panel, where attendees will learn about the planning nuances in South Dakota and how the specific topics and areas of law discussed render South Dakota a leading U.S. trust jurisdiction. We are […]
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On May 31st, Bridgeford Trust will be in Florida as a sponsor for STEP Miami’s 10th Annual Summit! The Summit, taking place at the Four Seasons Hotel in Miami, is an excellent opportunity to review the latest issues concerning international private client planning and includes presentations by leading professionals in the area. Last year’s Summit […]
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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.