South Dakota is once again ranked, for the 5th consecutive year, as having the top decanting statute in the nation! Published by Nevada attorney Steve Oshins, the new 5th Annual Trust Decanting State Rankings Chart is an excellent resource for advisors and clients because of his methodical and objective approach to evaluating the factors that impact the viability […]
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Bridgeford Trust will be attending the 52nd Annual Heckerling Institute on Estate Planning from January 22-26 in Orlando, Florida. If you are attending Heckerling this year, we encourage you to join Bridgeford Trust and advisors from around the country and the world for two dynamic receptions that we are sponsoring. Kick Off Reception – January […]
Common Reporting Standard (CRS) has had a tremendous impact on planning for both domestic and international families with asset protection and privacy concerns. Very similar to FATCA, CRS is a powerful tool that is designed to reduce tax evasion and illegal financial activity by imposing very strong transparency rules and disclosure requirements relative to financial transactions. While […]
For a myriad of reasons, including privacy and asset protection, wealthy families from around the world are seeking U.S. trust solutions. Because of the power and sophistication of its trust laws, international families are increasingly selecting South Dakota for trust situs of Foreign Grantor Trusts. Through appropriate planning and drafting, a South Dakota Foreign Grantor […]
David Warren, Co-Founder, President and CEO of Bridgeford Trust, will be presenting at Holland & Knight’s annual South Florida Wealth Conference taking place in Miami on November 8, 2017. Holland & Knight is a global law firm with more than 1,250 lawyers and other professionals in 27 offices throughout the world. The conference features topics including […]