Bridgeford Trust Company was honored to sponsor FPA Philly’s 38th Annual Spring Symposium, hosted by the Philadelphia Tri-State chapter of the Financial Planning Association.
As part of the symposium, our Co-Founder and Chairman, David Warren, delivered a timely presentation on how South Dakota’s modern trust laws are transforming the trust industry in the United States. Framing the discussion within today’s broader context, David acknowledged the significant geopolitical uncertainty we’re facing—from shifting tariffs and increased IRS scrutiny to the broader sense of instability coming out of Washington. In times like these, modern trust law becomes not just relevant, but essential. His presentation explores how, by understanding and leveraging powerful trust planning tools available only in top-tier jurisdictions like South Dakota, clients and their advisors can achieve direction and control in their planning, even in unsettled times.
Have questions? Contact us at info@bridgefordtrust.com or (605) 224-9189, or visit us at www.bridgefordtrust.com.
