Bridgeford Trust to Co-Sponsor and Speak at McKonly & Asbury’s Collaborate 2019 Conference – November 7th in Harrisburg, PA

Bridgeford Trust is excited to once again co-sponsor and speak at McKonly & Asbury’s upcoming Collaborate 2019 Conference. McKonly & Asbury is an accounting, consulting, and tax firm headquartered in Harrisburg, Pennsylvania that provides advisory, assurance, entrepreneurial, internal audit, professional placement, and tax services to many of the MidAtlantic region’s largest and most well-known companies and organizations. This 7th annual conference incorporates a keynote, general sessions, and a variety of breakout sessions for attendees to choose from. It is taking place on Thursday, November 7, 2019 at the Sheraton Harrisburg-Hershey Hotel from 7:30am-5:00pm.

Conference Keynote: Eric Maddox, Lead Interrogator in the Saddam Hussein Capture            

Staff Sergeant Maddox conducted over 300 interrogations and collected the intelligence which directly led to the capture of Saddam Hussein. Eric has honed his systematic methods of creating influence in hostile environments but has found they are equally as useful in building or retaining business relationships. Eric’s keynote presentation – Trust Through Empathy Based Listening – shares the psychology of influence and how he believes it can be created in any environment.

Bridgeford Trust’s Breakout Session: “Powerful Tax Planning Opportunities Using Trusts” 

David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company and President and CEO of Bridgeford will be presenting in an afternoon breakout session on the “Powerful Tax Planning Opportunities Using Trusts.” As you may be aware from previous posts and webinars, Bridgeford has presented extensively on the Supreme Court’s recent important, and unanimous, decision striking 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. Indicating that to do so is a violation of due process, the Court’s decision is an important affirmation and validation of powerful state tax planning tools available in no-income tax jurisdictions.

This session will explore practical applications of the Supreme Court’s decision and various tax planning strategies using trusts. It will also compare “top tier” trust jurisdictions and factors that distinguish them when selecting where to establish a trust.

For more information on the day’s events and to register, visit https://collaborate2019conference.eventbrite.com. We hope to see you there!

Delivering Direction and Control Podcast Series – Episode 6

Episode 6 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 6 features David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – and guest speaker, Jonathan Gopman – Partner and Chair of Akerman’s Trusts and Estates Practice – for part 2 of our discussion focused on the international trust space including asset protection, cryptocurrency, privacy concerns, and more.

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we will keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

We hope you enjoy Episode 6!

Bridgeford Trust to present at “Credits and Cocktails at Vault634” on October 3

Bridgeford Trust is very pleased to be presenting at an upcoming event on October 3, 2019 in Allentown, PA at the exquisite Lehigh Valley Trust Building. The program – Credits and Cocktails at Vault634 – will be held in conjunction with RiverWealth Advisors and Cornerstone Advisors.

David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust Company along with Paul Fabiano, Corporate Counsel of Cornerstone Advisors will present “Modern Trust Law and the Power of Collaboration: A New Wealth Management Paradigm.” The evolution of modern trust law has created an environment for the possibility of tremendous collaboration among investment managers, insurance professionals, and trust companies, therefore eliminating – almost entirely – conflicts of interest that exist in the traditional approach to wealth management and trust administration. This presentation will explore cutting-edge modern trust law concepts that make this environment possible such as the directed trust, trust protector, and decanting. The session will also consider powerful asset protection and privacy capabilities by simply selecting a progressive trust jurisdiction.

This presentation provides CLE and CPE for attendees. In addition, the event will celebrate River Wealth Advisors’ new office location in Allentown. The agenda for the evening is:

4:30pm – 5:00pm: Networking and Registration
5:00pm – 6:00pm: Modern Trust Law and the Power of Collaboration Presentation
6:00pm – 7:00pm: Heavy Hors D’Oeuvres, Cocktails and Conversation in Vault 634’s Speakeasy

To register for this complimentary event, please visit: https://www.surveymonkey.com/r/Vault634. We hope to see you on October 3!

Delivering Direction and Control Podcast Series – Episode 5

Episode 5 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 5 features David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford Advisors – and guest speaker, Jonathan Gopman – Partner and Chair of akerman’s Trusts and Estates Practice – for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we will keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

We hope you enjoy Episode 5!

Delivering Direction and Control Podcast Series – Episode 4

Episode 4 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 4 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 Tax Planning & Controversies Practice – for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we will keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

We hope you enjoy Episode 4!

Webinar Recap: Supreme Court Strikes Down Taxation on Undistributed Trust Income – What Does It Mean?

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 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 is a very important affirmation and validation of powerful state tax planning tools available in non-income tax jurisdictions, and again, underscores the vital importance of selecting proper trust jurisdiction in the planning process.

During this webinar, David Warren (Co-Founder/Chairman of the Board at Bridgeford Trust Company and President/CEO of Bridgeford Advisors), William Lipkind (Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies practice), and Terry Prendergast (Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP) presented an informative discussion on the Kaestner case and its practical implications with respect to state tax planning and the power of utilizing sophisticated modern trust law planning techniques, only available in top tier trust jurisdictions like South Dakota.

Bridgeford Trust is proud to share that we joined forces with trust companies from South Dakota, and across the nation, to fund an Amicus Brief filed with the Court in support of the taxpayer, and the important constitutional issues at stake in this case. It was a very impressive effort, pulling together trust and legal professionals from all over the country with the focus of having a positive impact on the Court’s analysis in this very important case. The Court’s decision is a victory for the trust industry and planning community, and affirms powerful state tax planning techniques available by simply selecting the proper trust jurisdiction for trust formation and administration. Click here for information about these techniques and click here for a detailed chart comparing top tier trust jurisdictions.

If you have any questions regarding the material covered in this webinar, please contact Bridgeford Trust via our contact page.

Delivering Direction and Control Podcast Series – Episode 3

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 Tax Planning & Controversies Practice – for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. They also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on these and other tax planning strategies.

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we will keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

We hope you enjoy Episode 3!

Bridgeford Trust Webinar: Supreme Court Strikes Down Taxation on Undistributed Trust Income – What Does It Mean?

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 is a very important affirmation and validation of powerful state tax planning tools available in non-income tax jurisdictions, and again, underscores the vital importance of selecting proper trust jurisdiction in the planning process.

Join Bridgeford Trust, William Lipkind (Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies practice), and Terry Prendergast (Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP) for an informative webinar on Tuesday, July 9th at 2:00pm EST as we discuss the case and its practical implications with respect to state tax planning and the power of utilizing sophisticated modern trust law planning techniques, only available in top tier trust jurisdictions like South Dakota.

Webinar: Tuesday, July 9 at 2PM EST

Bridgeford Trust is proud to share that we joined forces with trust companies from South Dakota, and across the nation, to fund an Amicus Brief filed with the Court in support of the taxpayer, and the important constitutional issues at stake in this case. It was a very impressive effort, pulling together trust and legal professionals from all over the country with the focus of having a positive impact on the Court’s analysis in this very important case. The Court’s decision is a victory for the trust industry and planning community, and affirms powerful state tax planning techniques available by simply selecting the proper trust jurisdiction for trust formation and administration. Click here for information about these techniques and click here for a detailed chart comparing top tier trust jurisdictions.

We hope you can join us for this webinar! For more information, please contact Bridgeford Trust via our contact page.

Bridgeford Trust – Speaker and Sponsor for the 2019 APIC Conference

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 also a sponsor for the conference and look forward to meeting new faces at our booth!

APIC delivers open access to collaborate sharing the best resources and intellectual capital in the industry in order to enhance members’ knowledge, consulting skills, and expertise to achieve the ultimate client experience. APIC is supported by members – an elite group of financial advisors that view each other as colleagues rather than competitors, willingly sharing their wealth of experience and supporting the efforts of fellow members.

Routinely ranked as one of the nation’s best and most progressive trust jurisdictions, South Dakota fiduciary law gives clients access to some of the most advanced asset protection and dynasty trust capabilities in the United States as well as the ability to hold non-traditional assets in trusts. In addition, South Dakota’s confidentiality provisions and directed trust statutes are among the best in the country, allowing a client to confidentially work with financial advisors or investment managers of their choosing in the administration of trust assets. To learn more about the South Dakota Advantage, click here for more information including an objective and well researched chart comparing top tier jurisdictions.

Our team is looking forward to attending the conference and if you are going to be there as well, we encourage you to visit Bridgeford Trust’s table and talk with us about how we may be able to best collaborate to serve families in need of sophisticated trust needs.

Bridgeford Trust to Sponsor STEP Miami’s 10th Annual Summit on May 31st

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 attracted more than 300 professionals from around the globe, so you won’t want to miss this one!

The financial services industry has seen a tremendous influx of international families coming to the United States for many reasons, and to South Dakota in particular because of the power and sophistication of its trust laws. South Dakota’s progressive and industry leading trust laws allow families to avail themselves of very strong privacy and asset protection provisions, and to take advantage of South Dakota’s status as a no state income tax state. To learn more about the South Dakota Advantage, click here.

Our team will be attending the Summit and if you are going to be there as well, we encourage you to visit Bridgeford Trust’s table and talk with us about how we may be able to collaborate to best serve the international community!