Episode 5 – Kaestner Case, Community Property Trusts and Directed Trusts

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.

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.

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Episode 4 – ING and Community Property Trusts (Part 2) Episode 6 – International Trust Space
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