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: William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with guest William LipkindAttorney, 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.

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, Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, South Dakota

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with guest Terry PrendergastSouth 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.

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, Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, South Dakota

In this episode, David WarrenCo-Founder and Chairman of Bridgeford Trust Company – sits down with guest Terry PrendergastSouth 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.

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 2024 - 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.
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.