Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.
As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.
Start listening to our podcast series – Delivering Direction and Control – today. You can listen below or on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also watch new episodes on our YouTube channel, bringing an exciting visual element to the conversation.
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Guest: Jonathan Gopman, Former Partner and Chair of Akerman’s Trusts and Estates Practice (current Partner at Nelson Mullins)
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest Jonathan Gopman – Partner and Chair of Akerman’s Trusts and Estates Practice at the time of this recording (currently, Jonathan is a Partner at Nelson Mullins) – for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.
Guest: William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.
Guest: William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. They also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on these and other tax planning strategies.
Guest: Terry Prendergast, Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, South Dakota
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest Terry Prendergast – South Dakota trusts and estates and trust company attorney – for Part 2 of a discussion on what drives South Dakota’s position as a top-tier jurisdiction. David and Terry continue their discussion on modern trust law and how it has revolutionized the trust industry, including a focus on privacy and asset protection as well as aspects of South Dakota law that are unique to South Dakota.
Guest: Terry Prendergast, Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, South Dakota
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest Terry Prendergast – South Dakota trusts and estates and trust company attorney – to discuss what drives South Dakota’s position as a top-tier jurisdiction. David and Terry take a look at aspects of modern trust law and how they have revolutionized the trust industry, including a focus on decanting and how trusts are modernized.
“The materials and the presentations in these podcasts are intended to stimulate thought and discussion and to provide those listening to the podcasts with useful ideas and guidance in the areas of estate planning and administration. The materials and the comments made by the presenters during the podcasts or otherwise do not constitute and should not be treated as legal advice regarding the use of any particular estate planning or other technique, device or suggestion or any of the tax or other consequences associated with them. Although we have made every effort to ensure the accuracy of these materials and the podcast presentations, neither Bridgeford Trust Company or the speakers assume any responsibility for any individual’s reliance on the written or oral information presented in association with the podcasts. Each podcast listener should verify independently all statements made in association with the podcasts before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique, or suggestion before recommending the same to a client or implementing the same on a client’s or his or her own behalf.”
Hybrid DAPT: Enhancing the Power of Asset ProtectionNovember 13, 2025 - 1:28 PM
November 18 Webinar: Trusts and Taxes – Hidden Liabilities Every Attorney Should AnticipateNovember 7, 2025 - 10:42 AM
Bridgeford to Speak, Sponsor, and Host Reception at HTI’s 62nd Annual ConferenceOctober 28, 2025 - 1:42 PM
