David Warren, Co-Founder and Chairman of Bridgeford Trust Company, recently gave this presentation that discussed:
– The Pandora Papers and other massive international data breaches and their impact on government regulation as well as calls for greater urgency around transparency in the financial services industry.
– Information disclosure requirements, both domestically and internationally, with a discussion around the Corporate Transparency Act, CRS and FATCA.
– The U.S. emergence as a privacy and asset protection haven for domestic and international families, as well as modern trust law planning tools available to families and their advisors.
– The vital importance of selecting the proper trust jurisdiction as well as examining the question as to whether there is a fiduciary duty to select the proper trust jurisdiction and whether it may be professional malpractice not to do so in the planning process.
If you have any questions about any of the topics discussed, contact us at info@bridgefordtrust.com or by calling (605) 224-9189.
