Bridgeford Trust is very pleased to be sponsoring the 14th Annual International Estate Planning Institute, presented by The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA).
Taking place on Thursday, March 22nd and Friday, March 23rd at the Crowne Plaza Times Square in NYC, this Institute is a much anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component. As more and more international families are seeking U.S. trust solutions, Bridgeford Trust is excited to be sponsoring the event. Below are links to informational pieces that may be of interest to advisors working in the international space.
Foreign Grantor Trust
Common Reporting Standard
David A. Warren, Co-Founder, President, and CEO of Bridgeford Trust, will be attending the Institute and if you are going to be there as well, we encourage you to visit Bridgeford Trust’s table and talk with us about how we may be able to collaborate to best serve the international community.
For additional details about the Institute and to register, click here.
We hope to see you there!