Bridgeford Trust Company is proud to host An Evening in Orange County—an exclusive gathering bringing together leading professionals across the estate planning, entertainment, and advisory industries. Held in collaboration with Trusted Advisor and STEP Orange County, the evening will offer networking, insightful discussions, and valuable industry perspectives. Event Details Date: Tuesday, April 29, 2025 Time: […]
In our recent article, “Protecting Families of Wealth from Themselves: Lessons from HBO’s Succession,” we explored how inadequate planning and governance can lead to destructive family dynamics, eroding multigenerational wealth while disrupting harmonious family relations over generations. The Roy family’s struggles serve as a cautionary tale, highlighting the critical importance of strategic trust planning, modern […]
Bridgeford Trust Company is proud to once again sponsor the International Estate Planning Institute, hosted by the New York State Bar Association (NYSBA) and STEP New York. Taking place March 27-28, 2025, at the Sheraton New York Times Square Hotel, this premier event brings together global trust and estate practitioners, bankers, and accountants to explore the latest […]
On March 2, 2025, the U.S. Department of the Treasury reaffirmed FinCEN’s recent announcement, explicitly stating that no fines or penalties would be imposed on U.S. citizens or domestic reporting companies under the existing filing deadlines or upcoming rule changes. In short, for now, only foreign reporting companies remain subject to CTA enforcement, while domestic […]
The Corporate Transparency Act (CTA) continues to evolve as legal challenges and regulatory adjustments reshape its enforcement. On February 18, 2025, the U.S. District Court for the Eastern District of Texas issued a ruling in Smith v. U.S. Department of the Treasury, effectively reinstating the beneficial ownership information (BOI) reporting requirements under the CTA. Recognizing […]