Bridgeford Trust is pleased to announce our upcoming webinar entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?” This webinar will take place on Wednesday, April 19, 2017 at 2 PM EST. This webinar will be hosted by David Warren, President and CEO of Bridgeford Trust. The webinar will examine modern trust laws in the context of […]
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Directed Trusts, only available in a handful of states across the country including South Dakota, continue to drastically change the trust world through unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors. Through bifurcating liability, the directed trust model creates a legal framework allowing trustees […]
South Dakota is once again ranked, for the fourth consecutive year, as having the top decanting statute in the nation! Published by Nevada attorney Steve Oshins, the new 4th 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 […]
Domestic Asset Protection Trusts, available only in a small number of states, are a formidable planning strategy that legally shields assets from third party liability (including spouses in a divorce proceeding) and law suits while permitting settlors (the person establishing the trust) to retain some control over the trust assets and enjoy a discretionary benefit […]
Bridgeford Trust is co-sponsoring a cocktail reception on January 11th, celebrating South Dakota’s progressive, sophisticated, and industry leading trust laws at the 51st Annual Heckerling Institute on Estate Planning from January 9th-13th in Orlando, Florida. If you are attending Heckerling, we encourage you to join Bridgeford Trust and advisors from around the country and the world for […]