Bridgeford Trust is excited to be the Title Sponsor for the 10th Annual Institute on Tax, Estate Planning and the World Economy, presented by STEP Orange County. Taking place on February 8-9, 2021, this much anticipated virtual conference presents the latest issues for U.S. and 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, and looking specifically to South Dakota because of its leading and progressive modern trust laws. Below are links to educational pieces that may be of interest to advisors working in the international space with clients interested in a U.S. trust solution.

Foreign Grantor Trust –

Common Reporting Standard –

Our team will be attending the virtual conference and if you are going to be there as well, we encourage you to access our virtual booth from the STEP OC Showcare platform. You can visit our booth through the “Exhibitors” category to learn more about our company, view resources we’ve provided, and chat with our team!

There’s still time to register, so be sure to visit the conference website by clicking here.