With upcoming events taking place in both Southern and Northern California this June, the Bridgeford team is looking forward to connecting with advisors and industry professionals across the state. As Bridgeford continues expanding its presence in California through Bridgeford Advisors’ Newport Beach and Bay Area offices, these events provide valuable opportunities to continue important conversations surrounding strategic trust planning, modern trust law, trust situs selection, and planning considerations for both domestic and international families.
STEP LA’s International Tax & Estate Planning Forum: June 1-2
Bridgeford Trust Company is pleased to return as a featured speaker and headline sponsor of STEP LA’s 18th Annual International Tax & Estate Planning Forum taking place June 1-2, 2026, at the Terranea Resort in Rancho Palos Verdes, California.
This highly anticipated forum brings together leading professionals from around the world to discuss developments in international private client planning, with presentations from nationally and internationally recognized experts, including our Co-Founder & Chairman, David Warren.
David will speak on Monday, June 1, at 3:50 p.m. alongside Joan Crain of J Crain Consulting and Susan Rounds, Head of U.S. Wealth Planning at Deutsche Bank. Their panel discussion, “Crossing Continents and Generations: Family Governance as a Tool to Preserve Family Wealth and Harmony,” will explore what is at stake in preserving wealth across generations; a timely discussion you won’t want to miss!
David and Sydney Warren, Managing Director with Bridgeford, will also be available throughout the conference.
San Francisco EPC Summer Symposium & Social: June 12
Bridgeford Trust Company is also looking forward to speaking at and sponsoring the San Francisco Estate Planning Council’s 2026 Summer Symposium & Social. This year’s program will feature an exceptional lineup of discussions examining how the estate planning landscape continues to evolve following the One Big Beautiful Bill Act.
David Warren will participate in the 3:15 p.m. panel discussion, “Taxing the Non-Taxable Estates.” The panel will explore how planning conversations are increasingly shifting away from transfer taxes and toward income tax considerations as estate tax exemptions continue to rise.
David, Sydney Warren, and Doug Mikkonen, Senior Vice President & Senior Trust Officer, are looking forward to participating in this event as Bridgeford continues expanding its presence in Northern California through Bridgeford Advisors’ Bay Area office.
If you plan to attend either event and would like to arrange time to connect with our team, reach out to us at info@bridgefordtrust.com, call (605) 224-9189, or contact us through our website.
