Bridgeford Trust is hosting a cocktail reception in advance of the South Dakota Trust Association’s Fall Forum next week and we would love to see you there! As we highlighted in a previous post, this first annual Fall Forum is scheduled for October 26-27 at the Sheraton Sioux Falls & Convention Center and is presented by The South Dakota Trust Association, in coordination with the American Bankers Association. Bridgeford Trust is a sponsor of this forum and you can learn more about it and register by clicking here. For those of you who are attending, we invite you to join us for a cocktail reception in advance of the Fall Forum on Wednesday, October 25th from 5:30pm – 7:30pm at The Country Club of Sioux Falls. Click on the image below for more details. RSVP today to Melissa Roberson at firstname.lastname@example.org. We hope to see you there!
Bridgeford Trust is excited to be sponsoring the South Dakota Trust Association’s first annual Fall Forum! The forum is scheduled for October 26-27 at the Sheraton Sioux Falls & Convention Center and is presented by The South Dakota Trust Association, in coordination with the American Bankers Association. The forum’s program will examine various aspects of South Dakota planning, updates from the South Dakota Governor’s Trust Task Force, the international communities’ interest in South Dakota, and will include nationally recognized speakers. Several members of Bridgeford Trust’s leadership team will be in attendance including David A. Warren, Co-Founder, President and CEO, and Jessica Quintanilla Beavers, Executive Vice President.
Bridgeford Trust is excited to be sponsoring the STEP Latin American Conference 2017 taking place on September 28-29, 2017 in Cartagena, Colombia! This sold-out conference features leading edge speakers and a program designed to inform and engage wealth structuring and trust and estate practitioners. David A. Warren, Co-Founder, President and CEO of Bridgeford Trust, will be attending the conference and if you are going to be there as well, we encourage you to visit Bridgeford Trust’s table!
According to an annual survey conducted by the U.S. Chamber of Commerce’s Institute for Legal Reform (ILR), South Dakota was deemed the best legal climate for business. Delaware, having held the top spot for several years fell to 11th in this year’s survey. The rankings are based on questions about impartiality and competence of judges, quality of appellate review, and treatment of class action lawsuits, among other things. Lisa Rickard, President of the ILR, said in an interview that “Delaware had been resting on its reputation while other states adopted changes and passed it by.” Click here to view the full survey.
This webinar entitled “A Tax and Privacy Haven: Coming to America” was originally produced on Thursday, September 7, 2017. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by Bridgeford Trust Company President, CEO and Cofounder, David Warren. As the United States has become both a tax and privacy haven, wealthy families from around the world are seeking U.S. trust solutions. This webinar examined various worldwide factors for this historic movement of money into the United States, including FATCA, CRS, secrecy vs. privacy, and asset protection. This presentation objectively compared U.S. trust jurisdictions, accentuating the vital importance of selecting the correct U.S. trust situs for international families. The webinar concluded with a discussion of various privacy, tax, and asset protection planning tools available to international families in the United States. Watch or listen to a recording of the presentation below.
Bridgeford Trust will partner with Newton One as a featured guest on their upcoming webinar entitled “U.S. Trust Laws: Coming to America” on August 22nd. Newton One specializes in providing financial services to individuals, families, closely and publicly held businesses, their owners, executive teams, and professional service providers to help them accomplish a variety of wealth accumulation, preservation and distribution objectives. Stephen Target, Partner with Newton One, and David Warren, Co-Founder, President and CEO of Bridgeford Trust, will come together to discuss Emerging and Dynamic U.S. Trust Law, pertaining to international families and assets coming to America.
Bridgeford Trust is pleased to announce our upcoming webinar entitled “A Tax and Privacy Haven: Coming to America.” This webinar will take place on Thursday, September 7th, 2017 at 2 PM EST. This webinar will be hosted by David Warren, Co-founder of Bridgeford Trust Company. As the United States has become both a tax and privacy haven, wealthy families from around the world are seeking U.S. trust solutions. This webinar will examine various worldwide factors for this historic movement of money into the United States, including FACTA, CRS, secrecy vs. privacy, and asset protection. This presentation will also consider and objectively compare U.S. trust jurisdictions, accentuating the vital importance of selecting the correct U.S. trust situs for international families. The presentation will conclude with a discussion of various privacy, tax, and asset protection planning tools available to international families in the United States.
Five years after having received its trust charter from the South Dakota Division of Banking, Bridgeford Trust celebrates tremendous success and growth. Bridgeford Trust’s great success is fueled by access to the nation’s most powerful and progressive trust laws and an extremely responsive and nimble “new wealth management paradigm” built upon a culture of flexibility, creativity, and collaboration. Over the past five years, South Dakota has consistently been ranked as the top U.S. Dynasty Trust state, and its decanting statute has been ranked as the most progressive in the nation by Nevada Attorney Steve Oshins. In addition, South Dakota has the strongest privacy provisions and one of the most powerful domestic asset protection statutes in the nation, as recently observed by Trust & Estates Magazine.
David Warren, President and CEO of Bridgeford Trust, presented at the M Financial International Advisors Conference in May held in Miami. The conference featured presentations from many leading advisors in the international space from around the country. David presented as part of a panel discussion entitled Foreign National Client Profiles: Where in the World Are They and What Do They Look Like? The panel discussion examined where individual wealth is growing the fastest around the world and how that wealth impacts the global community. It was delivered by an expert group of advisors who shared insights on three primary geographic regions of international business opportunity and breakdown specific cultural, economic, and political reasons why life insurance is critical to these foreign nationals and their families and business interests. The panel also focused on the vital importance of selecting the proper U.S. trust jurisdiction for families coming to the United State and the importance of collaboration among advisors working with this important and quickly growing demographic. Listen to a recording of the audio presentation here. You can also view the presentation in PDF format with this link. For more information on the presentation or to learn more about modern U.S. trust laws and their impact on planning for international families please contact us.
This webinar entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?” was originally produced on Wednesday, April 19, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by Bridgeford Trust Company President and CEO, David Warren. This webinar examined modern trust laws in the context of their impact on traditional notions of trust planning using irrevocable trusts. We specifically discussed control mechanisms now available to planners, settlors of the trusts, and beneficiaries such as the directed trust, trust protectors, the family advisor and decanting and their dramatic impact on trust planning and the trust industry overall. Watch or listen to a recording of the presentation below.