It has been said that the choice of where to place a trust is as important as the decision to create one. Concerns around asset protection, privacy, maintaining control and direction over trust creation and administration, and prudent tax planning — particularly under The Supreme Court’s recent holding in Kaestner — makes selecting the proper […]
https://bridgefordtrust.com/wp-content/uploads/2019/11/fiscal-soundness.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2019-11-19 15:06:242019-11-19 15:06:24Fiscal Soundness: An Important Factor in Trust Jurisdiction Selection
In a unanimous decision, the Supreme Court in the Kaestner case struck 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. In the same session, the Supreme Court denied cert in Fielding, upholding the Minnesota Supreme Court’s decision also […]
https://bridgefordtrust.com/wp-content/uploads/2019/11/gavel.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2019-11-14 14:20:212019-11-14 14:20:21Affirmation of Powerful State Tax Planning Using Trusts
For the 8th consecutive year, South Dakota is ranked as the top Dynasty Trust state in the nation while Delaware – long considered a top tier trust jurisdiction – ranks in 8th position, outside the top tier. A Dynasty Trust, not available in all states, is a powerful planning tool that essentially allows a trust […]
https://bridgefordtrust.com/wp-content/uploads/2018/10/Dynasty.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2019-11-04 11:02:342019-11-04 11:58:55South Dakota Again Ranked As Top U.S. Dynasty Trust State
Bridgeford Trust Company is very pleased to be participating in an upcoming webinar – “Trusts and Situs after Kaestner: Establishing Domicile, Relocating a Trust and Taxing Beneficiaries” – scheduled for Thursday, October 31, 2019 at 1:00pm EDT. The program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for […]
https://bridgefordtrust.com/wp-content/uploads/2019/05/international-client.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2019-10-16 13:11:302019-10-16 14:22:13Bridgeford Trust to present on “Trusts and Situs after Kaestner: Establishing Domicile, Relocating a Trust and Taxing Beneficiaries” Webinar – October 31
Bridgeford Trust Company is excited to once again be sponsoring the STEP LatAm Conference taking place this year on October 17-18 in Brazil! The theme of the conference is “Building Knowledge Across Borders: Advising Families Today and Tomorrow” and the two days feature cutting edge speakers and a program designed to inform and engage wealth structuring and […]
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.