*December 30, 2021 Update – Due to the recent surge of the Omicron variant and associated health risks to all attendees, the 56th Annual Heckerling Institute scheduled for January 10-14, 2022 in Orlando has been cancelled. We are disappointed that we won’t be able to connect with attendees, but look forward to the next conference! […]
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On Monday, December 6, David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will present a webinar hosted by STEP Zurich on “The Use of U.S. Trusts for Asset Protection, Privacy and Tax Planning.” This one-hour webinar will take place at 12.00 hrs. local time in Zurich, Switzerland (6:00am EST). During the […]
As we continue to grow Bridgeford’s presence in Miami and across South Florida, we are proud to sponsor the upcoming Institute for Family Governance (IFG) Annual Miami Conference on Wednesday, December 1, 2021. IFG’s mission is to implement strong governance that endures, and this annual conference features an excellent group of speakers who will focus […]
Bridgeford Trust Company is looking forward to sponsoring the upcoming 20th Annual Joint Tax & Estate Planning Seminar hosted by The Community Foundation of Broward, the Jewish Community Foundation of Broward, and United Way of Broward County. These three organizations joined forces 20 years ago to hold this seminar for professional advisors in Broward County. […]
Bridgeford Trust Company is participating in an upcoming webinar – Trusts and Situs After Kaestner: Establishing Domicile, Relocating a Trust, and Taxing Beneficiaries – scheduled for Wednesday, December 8, 2021 from 1:00pm-2:50pm EST. This webinar provides professionals who advise and prepare returns for trusts with updated information on trust situs in light of the important […]