Bridgeford Trust Company is once again proud to sponsor the 19th Annual International Estate Planning Institute, presented by the New York State Bar Association (NYSBA) and STEP New York. Taking place on March 14-15, 2024, at the New York Hilton Midtown, this two-day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component.
Our team will be attending this year’s Institute and would love to talk to you about how we may be able to collaborate to best serve the international community. If you are going to be there, be sure to stop by Bridgeford’s exhibit table or contact us so we can meet at one of the events or grab a drink or dinner together!
The Power of U.S. Trusts for International Families
The United States continues to be the jurisdiction of choice for international families because of powerful modern trust law planning tools available in top-tier jurisdictions such as South Dakota.
- Explore the unique planning solutions available under South Dakota law, including Foreign Grantor Trusts and Domestic Asset Protection Trusts.
- Discover progressive privacy trust laws and tax planning opportunities that make the United States, and specifically South Dakota, the jurisdiction of choice for international families.
We invite you to watch our webinar – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning. In it, our team examines worldwide factors for the historic movement of money into the U.S., objectively compares the leading top-tier U.S. trust jurisdictions, and discusses in greater detail the unique planning solutions mentioned above, providing valuable insights for advisors and international families to consider when selecting the best U.S. trust situs.
Bridgeford Trust Company: Big Enough to Matter, Small Enough to Care
Now the oldest and largest independently owned South Dakota chartered trust company, Bridgeford Trust Company is eager to network and share insights at this esteemed event. We are passionate about “big ideas” and have embraced the new trust industry paradigm with a conflict-free, personalized, and non-institutionalized approach that allows us to deliver unmatched direction and control to clients and their advisors.
We hope to see you in NYC! If you would like additional details about the event, you can visit the Institute website by clicking here.
