Domestic Asset Protection Trusts, available only in a small number of states (17), are a formidable planning strategy that legally shields assets from third party liability (including spouses in a divorce proceeding) and lawsuits while permitting settlors (the person establishing the trust) to retain some control over the trust assets and enjoy a discretionary benefit […]
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Bridgeford Trust is excited to be sponsoring the 53rd Annual Heckerling Institute on Estate Planning from January 14-18, 2019 in Orlando, Florida. If you are attending Heckerling this year, we encourage you to visit with us at our exhibit booth (Booth 400), enter to win a pair of Apple Airpods, AND attend two dynamic receptions […]
Bridgeford Trust Company is proud to have our recent merger broadcast on Asset TV! Asset TV is a digital media company recognized as the leading global community broadcasting market and is a resource for 400,000 advisors, pension funds, consultants, family offices, and wealth managers across the globe. Asset TV’s videos are linked to some of the […]
This webinar entitled “Modern Trust Laws: Delivering Direction and Control” was originally produced on Wednesday, October 17, 2018. We hope that you enjoy the full recording of the presentation and additional resources offered below. Modern trust laws, including directed trust, trust protector, and the newly created family advisor, have revolutionized the trust industry in the United States. […]
For the 7th consecutive year, South Dakota is again ranked as being the top Dynasty Trust state in the nation while Delaware, long considered a top tier trust jurisdiction, slips again in the rankings to the 8th position. A Dynasty Trust, not available in all states, is a powerful planning tool that essentially allows a trust to live […]