Bridgeford Trust is built around the unifying belief that high net worth individuals and families around the country and the world are vastly underserved by traditional “bundled” wealth management and trust administrative models. Driven by the demands and unique needs of affluent families, more change has occurred in the fiduciary industry in the past twenty years […]
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Which state is the best United States trust jurisdiction continues to be a hot topic of debate for advisors around the country and the world. Most academics, commentators, and industry reports generally find South Dakota, Nevada, Alaska, and Delaware to be the “top tier” United States trust jurisdictions. However, as outlined in a recent article and demonstrated […]
Bridgeford Trust recently produced a well-researched chart comparing the leading U.S. trust jurisdictions, with a particular emphasis on areas that clearly distinguish South Dakota as the superior trust jurisdiction in the overall analysis. Click here or on the image below to view the chart in PDF format. As illustrated by the shaded areas on the […]
As mentioned in a previous article, recently passed legislation created the South Dakota Community Property Special Spousal Trust – House Bill 1039 (2016) (Sections 29-42), a very powerful planning tool for spouses not available in most states. The trust may be a revocable or irrevocable trust created by one or both spouses with both spouses as beneficiaries. […]
Bridgeford Trust recently presented at the Global Financial Summit, an exclusive, private wealth conference that took place at the Atlantis Resort & Casino in the Bahamas. Featuring some of the biggest names and most insightful advisors in the wealth management world, David Warren, President and CEO of Bridgeford Trust, was honored to be included as one […]