The Martin County Estate Planning Council (MCEPC) is holding their annual Tax and Estate Planning Seminar on Friday, May 19, 2023, at The Charles and Rae Kane Center in Stuart, Florida, and Bridgeford Trust Company is excited to be speaking at this upcoming event!
MCEPC is a professional organization dedicated to providing educational opportunities and fostering connections between members of the community who serve clients in the areas of tax planning, financial planning and insurance, estate and trust matters, and philanthropy. This seminar includes timely topics on dynasty trust planning, charitable planning techniques, QPRT’s, and asset protection presented by experts including Bridgeford Trust Company’s Co-Founder and Chairman, David Warren.
David will be discussing dynasty trust planning in South Dakota as well as powerful modern trust law planning tools – only available in a handful of states – that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and the trust protector concept. “Top-tier” trust jurisdictions will also be considered and objectively compared in the context of selecting the best U.S. trust jurisdiction in the planning process, as well as whether trustees and advisors have a fiduciary responsibility to move trusts to a more favorable trust jurisdiction to properly protect trust assets.
Registration is still open, and you can learn more about the sessions and register by clicking here.
