Episode 57 – A Modern Approach to Trust and Estate Planning
Guests: Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C.
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today.
The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services.
Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations.
Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!