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, FATCA, and CRS.
– 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.
– A comparison of “top-tier” U.S. trust jurisdictions and the vital importance of selecting the proper trust jurisdiction under current statutory guidance and emerging case law.
– The power of modern U.S. trust law and Private Placement Life Insurance through Bridgeford International – the global planning and sales engine for the Bridgeford family of companies, promoting the power of U.S. modern trust law and sophisticated insurance planning solutions around the world.
If you have any questions about any of the topics discussed, contact us at info@bridgefordtrust.com or by calling (605) 224-9189.
