David Warren, President and CEO of Bridgeford Trust Company, has two upcoming speaking engagements in the month of April. Check out the details below! Event: Family Law Institute 2013 (PA Bar Institute) Presentation Title: Use of Trusts in Pre-Nuptials; Addressing Business Succession and Estate Planning Date: Monday, April 22, 2013 from 8:30am-4:00pm Location: Various locations […]
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Proving once again that trust situs (jurisdiction) matters, South Dakota becomes a top choice for asset protection trusts in the nation according to industry experts. This is an excellent piece discussing asset protection trusts and the importance of selecting the proper trust jurisdiction in the wealth and trust planning process. Trust Wars: Experts Say New […]
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 […]
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. […]
Bridgeford Trust Company is proud to announce that President and CEO, David Warren, has been named one of Central PA’s Forty Under 40 by the Central Penn Business Journal! Focused on individuals who share a commitment to business growth, professional excellence, and the community, the Forty Under 40 program recognizes forty men and women under […]