David Warren, President and CEO of Bridgeford Trust, will be presenting at the HighPoint Institute’s September event. The Highpoint Institute is an educational seminar platform for financial and business professionals looking to enrich the client experience with the latest on estate planning. The event has been approved for the following professional continuing education credits: CFP, CPA, LI®, […]
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Proving once again South Dakota’s status as the premier U.S. trust jurisdiction and the vital importance of proper situs selection in the trust planning process, South Dakota is the first state in the nation to enact progressive new legislation creating the South Dakota Family Advisor (for a definition of terms, reference 55-1B-1). The Family Advisor is […]
Bridgeford Trust is proud to once again co-sponsor McKonly & Asbury’s Collaborate Conference. This fourth annual business and tax conference features a variety of topics and speakers, including general sessions and breakout sessions for attendees to choose from, customized to past participant feedback as well as what’s trending in the business community. The conference is approved for 5.5 […]
Private Wealth Magazine recently showcased a piece in their June issue entitled “The South Dakota Story” which offers a compelling look at how the state’s trust industry has evolved to meet the demands inherent with the massive transfer, preservation, and protection of wealth over generations through the creation of some of the most progressive trust […]
Modern trust laws, available only in progressive trust law jurisdictions such as South Dakota, have revolutionized trust formation and administration in the United States. The Trust Protector concept is a modern trust law tool often used in conjunction with a Directed Trust, delivering far more control to settlors of trusts, beneficiaries, and their advisors than ever […]