Following the pandemic crisis and recent political and social turmoil, Peru will likely face a dramatic tax reform that may include higher tax rates, new taxes, and a newfound focus of the Peruvian Tax Authorities on UHNWI tax audits. As the situation continues to evolve, it is important to understand the details and serious concerns […]
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As we continue to brace for potentially significant changes in the tax arena, South Dakota’s Community Property Special Spousal Trust remains a very powerful state income and estate tax planning tool. This very progressive tax concept, only available in three states, allows married settlors of the trust to avoid state taxation on undistributed retained income […]
The South Dakota Family Advisor is another modern trust law tool that delivers far more control to settlors of trusts, beneficiaries, and their advisors than ever before when used in conjunction with a directed trust. South Dakota is the only state in the nation to have enacted progressive new legislation, statutorily creating the South Dakota Family Advisor. The Family […]
In case you missed it, STEP Miami is presenting their 2021 Summit Series next week and Bridgeford Trust Company is thrilled to be a sponsor! The Series consists of five webinars presented over the week of May 17-21 with one presentation each day from 12 p.m. to 2 p.m. ET. These webinars are offered on […]
Bridgeford Trust is excited to be sponsoring the STEP International Tax & Estate Planning Forum: Around the Globe in 2021, presented by STEP Los Angeles. Taking place virtually on Thursday, May 6 and Friday, May 7, this much anticipated event presents the latest issues for international private client planning. If you are attending, we encourage you to […]