Episode 17 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Episode 17 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest, Dr. Thomas Dieters – President of Charitable Gift America (CGA) – who joins us for a detailed discussion on philanthropic planning, including the complexities and […]
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The California Society of Certified Public Accountants (CalCPA) is presenting an Estate and Trust Planning Virtual Conference on July 12-16, 2021, and Bridgeford Trust is excited to be speaking at this upcoming event! CalCPA is the largest statewide professional association of certified public accountants in the United States with more than 42,000 members. During the […]
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 […]
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 […]