Bridgeford Trust Company is proud to once again sponsor the Hawaii Tax Institute’s Annual Conference, taking place November 2-6, 2025, at the Sheraton Waikiki Resort in Honolulu. Presented by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu, this conference is among the nation’s leading gatherings for professionals in tax, wealth transfer, and estate planning, offering insights from a distinguished faculty of experts.
Bridgeford’s team is looking forward to the event! We encourage you to read on to learn more about our activity during the conference, and if you’re attending, we hope you’ll join us for a private reception on November 5 (details below).
Presentation: Exploring the INSECURE Act of 2019 and 2022
David Warren, Co-Founder & Chairman of Bridgeford Trust Company, will be speaking during the conference on Tuesday, November 4 from 11:00 AM – 12:00 PM. He will join Vincent Lackner, Jr. (Leimberg LeClair& Lackner, Inc.), Judy Lee (Goodsill Anderson Quinn & Stifel LLP), and Amy Takahashi (Legacy Tax Group) for a panel discussion titled “The INSECURE Act of 2019 and 2022: What Every Wealth Transfer Advisor Needs to Know.”
The session will explore recent developments and trends in the rules governing retirement planning, including inherited IRAs, RMDs, stretch distributions, eligible designated beneficiaries, and key reporting considerations for advisors.
Private Evening Reception: November 5
We invite you to a private evening reception, co-hosted by Bridgeford Trust Company, Cerity Partners, MGO, and Halbach | Szwarc Law Firm. Enjoy cocktails, hors d’oeuvres, and conversation overlooking Waikiki as we connect with colleagues across the legal, tax, and financial planning professions.
Date: Wednesday, November 5, 2025
Time: 7:30 – 9:30 PM
Location: Lanikai Lounge (Top Floor of the Hilton Hawaiian Village Kalia Tower)
We hope you’ll join us! RSVP here.
Visit Bridgeford’s Exhibit Table
David Warren, Doug Mikkonen (Senior VP & Senior Trust Officer), and Sydney Warren (Director of Business & Market Development) will be available at our exhibit table throughout the week. Be sure to stop by to connect and learn how South Dakota’s powerful modern trust laws—including its advanced asset protection, privacy, and dynasty trust provisions—continue to lead the industry in providing sophisticated and independent trust solutions.
If you have any questions about Bridgeford’s participation in the conference or would like to schedule a time to meet during one of the sessions or receptions, please reach out to us at (605) 224-9189 or via our contact form. We look forward to seeing you in Honolulu!
