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: Dr. Thomas Dieters, President of Charitable Gift America
In this episode, David Warren – Co-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.
Guests: Nancy Golding, Global Chair of STEP and Ceci Hassan, Chair of STEP Miami
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guests Nancy Golding – Global Chair of STEP – and Ceci Hassan – Chair of STEP Miami (positions held at the time of the recording). During this discussion, we learn more about STEP and STEP Miami and their great success in inspiring confidence in families planning for their futures. David, Nancy, and Ceci go on to discuss global hot topics and the future vision for STEP, both globally and in the U.S.
Guest: Ann Zuraw, President of Zuraw Financial Advisors
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Ann Zuraw – President of Zuraw Financial Advisors – for a discussion on her background and how it has shaped her firm’s investment strategy, values and commitment to serving and empowering women to take active roles in their own financial future. David and Ann also discuss modern trust laws and the unique advantages that South Dakota trusts present in terms of security and privacy as well as taxation and overall flexibility.
Guest: Martín Litwak, Founder and CEO of Untitled; CEO of Smart Structuring
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Martín Litwak – Founder and CEO of Untitled. Martín is a lawyer, entrepreneur, author, speaker and experienced subject matter expert and this episode explores his work with international families and wealth structuring, wealth preservation, and fund structuring. Martín is also CEO of Smart Structuring, a blockchain interface that allows trustees to save and manage trusts in a secure, perpetual and transparent way and this episode discusses this intriguing solution to privacy concerns in the trust industry.
Guest: Christian Graham, Director of Relationship Management at GlobeTax
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Christian Graham – Director of Relationship Management at GlobeTax – for a discussion on foreign tax recovery and the specialized services GlobeTax provides to enable all financial industry participants to benefit from the recovery of over-withheld taxes.
“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.”
