Bridgeford Trust invites you to join us for a complimentary CLE/CPE training and mixer on October 8 at The Millworks in Harrisburg! There will be a very relevant and timely discussion about cutting edge modern trust law concepts that have a big impact on trust planning, as well as a great networking opportunity among the CPA and legal communities.
David Warren, President and CEO of Bridgeford Trust Company, and Tracy Burke, Investment Consultant with Conrad Siegel Investment Advisors, Inc. will be presenting “Not Your Grandfather’s Trust: Dynamic, Modern Trust Concepts You Need to Know”.
Thursday, October 8, 2015
4:00pm-6:00pm
The Millworks – 340 Verbeke Street, Harrisburg
We hope you can join us as we enjoy a time of hors d’oeuvres, drinks, and networking. The CLE/CPE presentation will take place from 4:30pm-5:30pm.
Please RSVP by Friday, October 2 to mroberson@bridgefordtrust.com.
CPE Sponsor:
Directed Trusts, only available in a handful of states across the country including South Dakota, continue to drastically change the trust world through unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors.
Bridgeford Trust is proud to be co-sponsoring the Philadelphia Estate Planning Council’s Ethics Forum on April 22, 2015. David Warren, President and CEO, is delivering an introduction and discussion comparing trust jurisdictions and the vital importance of selecting the proper trust situs in the wealth planning process.
Bridgeford Trust is proud to once again be sponsoring 
South Dakota is AGAIN ranked as having the top decanting statute in the nation. Published by Nevada attorney Steve Oshins, the new 
Privacy has always been of paramount concern to wealthy families and is one of the primary reasons why billions of dollars have been and are being moved into South Dakota for trust administration from around the globe. Most states do not have provisions or laws protecting trust information from being revealed to beneficiaries or to the public during litigation. Furthermore, the few trust privacy laws in existence in the United States are not “created equally”, making it vitally important for clients and their advisors to understand which state trust jurisdiction offers the best and most powerful privacy protection. For the reasons outlined below, South Dakota clearly has the most robust privacy provisions in the nation rendering that state the trust jurisdiction of choice for wealthy families from all over the world. 
Decanting has emerged as a very compelling planning option for advisors across the nation. Appropriately referred to as a “do over”, decanting is essentially distributing assets from an irrevocable trust into a new trust with different, and presumably more desirable and flexible, terms leaving the unwanted terms in the original trust and not binding on the assets. 
This webinar entitled “Not Your Grandfather’s Corporate Trustee: Modern Trust Laws and the Resurgence of the Corporate Trustee” was originally produced on November 18, 2014. We hope you enjoy the full recording and additional materials below. This webinar was hosted by David Warren, President and CEO with Bridgeford Trust Company, and Tyler Wenger from McKonly & Asbury.
David Warren, President and CEO of Bridgeford Trust Company, will be presenting at McKonly & Asbury’s Alumni and Friends CPE/CLE networking event on Wednesday, November 5. The presentation, entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?”, will exam innovative modern trust laws such as directed trusts, trust protectors, and decanting and the vital importance of selecting the proper trust jurisdiction in the wealth planning process. The event will feature a time of networking and presentations followed by a reception with CPAs, attorneys, and business leaders from around the region. This event will offer two free CLE credits.