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.
The United States has recently emerged as a leading trust jurisdiction for international families for a myriad of reasons. This webinar will consider the various factors driving international wealth into the United States and examine planning opportunities around working with international families. The discussion will highlight:
Factors considered when comparing top tier U.S. trust jurisdictions
‘Common Reporting Standards’ (CRS): Secrecy v. Privacy
Foreign grantor trusts
Applicability of ‘private placement life insurance’ as a powerful planning tool used in conjunction with U.S. trust planning
The webinar will take place on Tuesday, August 22, 2017 from 10:30am to 11:30am EDT. You can click here to register. If you have any questions, please contact Bridgeford Trust via our contact page.
https://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.png00mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2017-08-14 09:00:382018-07-23 16:19:04Bridgeford Trust to Participate in Newton One’s Webinar “U.S. Trust Laws: Coming to America”
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.