Delivering

Direction and Control

Podcast

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.

Subscribe to our blog to receive notifications when new episodes are added.

Guest: Joseph Kellogg, Partner and Head of Wealth Planning at WE Family Offices

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is back with guest, Joseph KelloggPartner and Head of Wealth Planning at WE Family Offices – for part 2 of their discussion on international wealth planning, including more technical issues around information disclosure under CRS, FATCA, and the Corporate Transparency Act. In addition, David and Joe discuss data leaks and how to keep information safe, including Know Your Customer procedures. They conclude with the question of jurisdiction selection and the often-evolving definition of what a family office is.

Delivering Direction and Control Podcast

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.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

Guest: Joseph Kellogg, Partner and Head of Wealth Planning at WE Family Offices

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Joseph KelloggPartner and Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.

Delivering Direction and Control Podcast

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.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

Guest: Terry Prendergast, Trusts and Estates and Trust Company Attorney with Davenport Evans

Understanding the impact and vital importance of true and accurate information regarding the recent release of the Pandora Papers, Bridgeford Trust Company – in an effort to tell the rest of the story and clarify the facts – organized and produced this very timely and informational podcast with Terry Prendergast, one of South Dakota’s leading and most prolific trusts and estates and trust company attorneys with Davenport Evans.

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with Terry for a discussion that cuts through the untruths and hyperbole disseminated by both the Pandora Papers publication and media coverage regarding the South Dakota trust industry.

Delivering Direction and Control Podcast

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.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

Guest: Jeana Goosmann, Attorney, CEO, Founder and Managing Partner of Goosmann Law Firm

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Jeana GoosmannAttorney, CEO, Founder and Managing Partner of Goosmann Law Firm – for a discussion on Jeana’s role as “The CEO’s Attorney.” David and Jeana go on to discuss their common passion for South Dakota law, the power and stability of that state’s unique trust laws, and the importance of international expertise in South Dakota. As they conclude, it’s easy to hear their shared entrepreneurial spirit as they offer thoughts on the desire to help South Dakota stay on top of issues that are at the forefront of the industry, and in turn, assisting clients across the country and around the world as the industry navigates new matters that didn’t exist years ago.

Adding to Jeana’s accomplishments, she is also an author and frequent speaker. Be sure to check out her book, Worth It: Business Leaders: Ready. Execute. Deliver. and visit her website to learn more about Goosmann Law Firm and to listen to her podcast, Law Talk with the Flock.

Delivering Direction and Control Podcast

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.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

Guest: Dr. Thomas Dieters, President of Charitable Gift America

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with guest Dr. Thomas Dieters – President of Charitable Gift America (CGA) for a detailed discussion on philanthropic planning, including the complexities and challenges people face, and how CGA’s services and partnership with Bridgeford Trust Company has simplified this elite level of planning.

Delivering Direction and Control Podcast

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.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

“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.”

Subscribe

Connect with us online to stay on top of today’s latest developments regarding modern trust law and discussions around powerful planning opportunities! You can sign up to receive insights via our blog or through our social networks.

Click here to learn more and subscribe.

© Copyright 2026 - Bridgeford Trust Company

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal and/or tax advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship. All information and material appearing on bridgefordtrust.com is copyrighted. Reproduction in whole or in part is not permitted without written permission. Privacy Policy
You are now leaving Bridgeford Trust Company's website and are being redirected to a website that is external to and independent of Bridgeford Trust Company.