David Warren to Speak at the Upcoming Prime Global Tax Conference

On January 6-9, David Warren (President and CEO of Bridgeford Trust Company) will be speaking at the 33rd Annual Prime Global Tax Conference in Newport Coast, CA. David will be speaking on “ESTATE TAX UPDATE: DOES TRUST SITUS MATTER?”

This fun and high-intensity gathering is full of networking, roundtables, and informational sessions on a variety of current tax issues and practices. Highlights include a “Best Tax Planning Ideas” contest and session, regular updates on federal and international tax laws, and some of the best golf outings you’ll find anywhere. Read more

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David Warren of Bridgeford Trust Company Speaks on “Utilizing Trusts in Your Wealth Planning Efforts”

David Warren, President and CEO of Bridgeford Trust Company teamed up with Dan Matarrese, Manager of McKonly & Asbury LLP for a webinar entitled Trust Us – Utilizing Trusts in Your Wealth Planning Efforts!

David discussed trust planning, scenarios where trusts can and should be used, various types of trusts, and even some specifics regarding the formation of trusts.

For more information on this topic or to submit a question for David, use our contact page at https://bridgefordtrust.com/contact. Read more

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