Bridgeford Trust Company is proud to once again be the title sponsor of STEP Orange County’s 13th Annual Institute on Tax, Estate Planning, and the World Economy, taking place on February 11-12, 2025, at the Balboa Bay Club in Newport Beach, California. This conference brings together experts and professionals from around the globe to dive into the latest in estate planning, tax strategies, and asset protection.

David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will be attending and speaking at this year’s event. On Tuesday, February 11, from 2:20-3:10pm, David will join Brian Steadman, Partner at Solomon Dwiggins Freer & Steadman, LTD., for a session exploring how South Dakota and Nevada compare as top-tier U.S. trust jurisdictions.

If you’re attending this year, be sure to stop by Bridgeford’s exhibit table or contact us so we can connect at the event, or grab a drink or dinner together! If you won’t be at the conference but will be in the area, please reach out to Bridgeford Advisors’ California office to arrange a meeting for another time!

The Power of U.S. Trusts for International Families and the South Dakota Advantage

As global families seek greater control, privacy, and tax efficiency, the U.S. and particularly South Dakota, continues to be a jurisdiction of choice when selecting the best U.S. trust situs. South Dakota’s progressive trust laws provide:

David looks forward to engaging with attendees on these and other important trust planning topics. We encourage you to ask any questions you have and learn how Bridgeford offers domestic and international families a conflict-free, personalized, and non-institutionalized approach, embracing a new trust industry paradigm.

For questions or to arrange a meeting, contact us at (605) 224-9189 or via our contact form. We hope to see you in California!

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