Bridgeford Trust is excited to be sponsoring the STEP International Trust and Estate Planning Forum: Around the Globe in 2018, presented by STEP Los Angeles. Taking place on Thursday, May 3rd and Friday, May 4th in Laguna Beach, CA, this much anticipated event presents the latest issues for international private client planning.
For a myriad of reasons, including asset protection and privacy, international families from around the world are seeking U.S. trust solutions. 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 Forum 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 Forum and to register, click here.
We hope to see you there!