Bridgeford Trust Company is looking forward to sponsoring the upcoming 21st Annual Joint Tax & Estate Planning Seminar hosted by The Community Foundation of Broward, the Jewish Community Foundation of Broward, and United Way of Broward County. These three organizations joined forces 21 years ago to hold this seminar for professional advisors in Broward County.

This year’s seminar, taking place on the morning of Wednesday, December 7 at Nova Southeastern University in Fort Lauderdale, builds on their tradition of cutting-edge presentations by nationally recognized speakers, superior educational experiences, and networking opportunities. Featured guest speaker, Christopher R. Hoyt, J.D. – Professor of Law at University of Missouri (Kansas City) School of Law – will examine the rules and tax planning implications for distributions from retirement accounts, including the proposed changes contained in the February 2022 proposed regulations. The session will also examine the legal rights that one spouse has in the other’s retirement assets, and the most tax-efficient way to transfer IRA assets to charities through qualified charitable distributions (“QCDs”) and testamentary transfers to charitable remainder trusts.

Registration and a networking breakfast will begin at 7:30am and the presentation will follow from 9:00-11:45am. If you are attending, be sure to look for Helmer Arizmendy – President of Bridgeford International – who will be attending as well!

If you aren’t registered yet, but would like to attend, we do still have a limited number of complimentary registrations for friends of Bridgeford. If you’re interested, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com.

You can learn more about the event by clicking here.

In case you missed it, Bridgeford Trust Company is hosting a livestream event – Preserving Privacy and Asset Protection in a Transparent World – on Tuesday, December 6 at 1:00pm EST.

In the face of mandatory transparency and disclosure regimes, families from around the globe continue to seek out the best trust situs for privacy, asset protection, and favorable tax treatment. Ever increasingly, domestic and international families – and their advisors – look to top-tier U.S. trust jurisdictions because of the power and sophistication of U.S. modern trust laws and the ability to maintain direction and control over important aspects of trust administration and decision making.

David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will cover a variety of timely topics related to privacy and asset protection in a transparent world – two concepts that still exist in light of recently imposed information disclosure requirements, both domestically and internationally, as well as an update on developments regarding modern trust law and powerful planning opportunities available.


Reserve your spot for this free livestream by clicking here.


During the presentation, David will specifically discuss:

  • Information disclosure requirements, both domestically and internationally, with a discussion around the Corporate Transparency Act, FATCA, and CRS.
  • The U.S. emergence as a privacy, asset protection, and tax haven for domestic and international families.
  • The Pandora Papers and other massive international data breaches and their impact on government regulation as well as calls for greater urgency around transparency in the financial services industry.
  • Modern trust law planning tools available to families and their advisors, including Directed Trusts, Trust Protector, Family Advisor, and Decanting.
  • Whether advisors have a fiduciary duty to select proper trust situs in the planning process.
  • A comparison of “top-tier” U.S. trust jurisdictions and the vital importance of selecting the proper trust jurisdiction under current statutory guidance and emerging case law.

In addition to the presentation, there will be ample time to submit questions for David to answer live after the presentation.

If you have any questions about this livestream event, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com.

On November 15, 2022, Bridgeford Trust Company participated in a very timely and informative webinar hosted by Nelson Mullins to discuss Wealth Preservation Planning Strategies. The event was moderated by Richard Levin, Partner and Chair of Nelson Mullins FinTech and Regulation Practice, with speakers including: Jonathan Gopman, Nelson Mullins Partner and Wealth Preservation Attorney; David Warren, Co-Founder/Chairman of Bridgeford Trust Company; and Mark Sims, President/Director at Captive Alternatives.

The speakers offered insights and updates on a variety of topics in the wealth management and trust industry space and considered sophisticated and powerful modern trust law and insurance solutions around tax planningasset protection, and privacy and the vital importance of trust jurisdiction selection.

If you missed the webinar, we encourage you to watch the full presentation by clicking here (you can also view the slides here). And please reach out to us via our contact form or call us at (605) 224-9189 should you have any questions on the content that was presented; we’d be happy to discuss further!

Join Bridgeford Trust Company for our very first livestream event – Preserving Privacy and Asset Protection in a Transparent World – on Tuesday, December 6 at 1:00pm EST.

In the face of mandatory transparency and disclosure regimes, families from around the globe continue to seek out the best trust situs for privacy, asset protection, and favorable tax treatment. Ever increasingly, domestic and international families – and their advisors – look to top-tier U.S. trust jurisdictions because of the power and sophistication of U.S. modern trust laws and the ability to maintain direction and control over important aspects of trust administration and decision making.


Register for this free livestream by clicking here.


During this presentation, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will discuss a variety of timely topics related to privacy and asset protection in a transparent world – two concepts that still exist in light of the recently imposed regulations internationally, and soon to be domestically. This session will provide advisors working with clients and family offices with the tools they need to understand developments regarding modern trust law and powerful planning opportunities available. David will specifically discuss:

  • Information disclosure requirements, both domestically and internationally, with a discussion around the Corporate Transparency Act, FATCA, and CRS.
  • The U.S. emergence as a privacy, asset protection, and tax haven for domestic and international families.
  • The Pandora Papers and other massive international data breaches and their impact on government regulation as well as calls for greater urgency around transparency in the financial services industry.
  • Modern trust law planning tools available to families and their advisors, including Directed Trusts, Trust Protector, Family Advisor, and Decanting.
  • Whether advisors have a fiduciary duty to select proper trust situs in the planning process.
  • A comparison of “top-tier” U.S. trust jurisdictions and the vital importance of selecting the proper trust jurisdiction under current statutory guidance and emerging case law.

In addition to the presentation, there will be ample time to submit questions for David to answer live after the presentation.

If you have any questions about this livestream event, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com.

Bridgeford Trust Company will be presenting in a one-hour webinar, hosted by Nelson Mullins, on Tuesday, November 15 at 2:00pm ET. Nelson Mullins, a law firm with more than 930 attorneys and government relations professionals, has teamed up with Bridgeford in the past to offer insights and updates on a variety of topics in the wealth management and trust industry space and we are excited to be working with them again for this webinar.

During the presentation, Richard Levin, Partner and Chair of Nelson Mullins FinTech and Regulation Practice, will moderate a discussion on Wealth Preservation Planning Strategies. Speakers include Jonathan Gopman, Nelson Mullins Partner and Wealth Preservation Attorney; David Warren, Co-Founder/Chairman of Bridgeford Trust Company; and Mark Sims, President/Director at Captive Alternatives.  The presentation will consider sophisticated and powerful modern trust law and insurance solutions around tax planning, asset protection, and privacy and the vital importance of trust jurisdiction selection.

You can register by clicking here.

The webinar session will have time for questions at the end and Continuing Legal Education (CLE) credit will be sought for all attorneys requesting such. Certificates of attendance are available upon request for Continuing Professional Education (CPE) purposes. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

We hope to see you on the webinar!

Bridgeford Trust Company is participating in an upcoming webinar – Corporate Transparency Act: Reporting Beneficial Ownership to FinCEN, Filing Requirements and Exceptions – scheduled for Wednesday, November 30, 2022, from 1:00-2:50pm EST.

This course features an experienced panel including David Warren, Co-Founder/Chairman of Bridgeford Trust Company and Patrick McCormick, Founder/Managing Partner of McCormick Tax. During the webinar, David and Patrick will explain how tax advisors working with businesses, trusts, and individuals can prepare for the new Corporate Transparency Act and make sure they ready themselves for this new onerous reporting requirement.

During the webinar, David and Patrick will review these and other critical issues:

  • Who is subject to the reporting requirements of the Corporate Transparency Act?
  • How and what attribution rules might affect reporting obligations?
  • What are the penalties and sanctions for nonreporting?
  • What information is required to be disclosed?

The webinar program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for planning professionals in over 40 legal, accounting, and tax practice areas.

To learn more about this webinar, please click here. If you are interested in attending, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com to inquire about limited passes we have available for friends of Bridgeford.

Episode 24 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company – sits down with guests from Copper Beech Financial Group, including John Parise, Managing Partner, and Michael Parise, Supervisory Principal.

During their conversation, we learn about Copper Beech’s mission to help families protect, preserve, and grow their wealth. Copper Beech acts as a family CFO and provides family office services that focus on tax efficiency, asset protection, and family governance and our conversation dives into these services and how the shift of paradigm in which Bridgeford and Copper Beech similarly operate in represents the future of wealth management.

We also encourage you to check out Copper Beech’s podcast, “The Truth About Wealth” as John and Michael guide listeners through eye-opening questions to help discover the truth about their wealth.

You can listen to our latest episode on Bridgeford’s podcast pageSoundCloudiTunesSpotify, and iHeartRadio.

Bridgeford Trust Company’s Delivering Direction and Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts.

If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.

Bridgeford Trust Company is participating in an upcoming webinar – International Private Client Issues for Non-U.S. Residents: Serving High-Net-Worth Foreign Individuals and Families – scheduled for Wednesday, October 5, 2022, from 1:00-2:50pm EDT.

This course features an experienced panel including David Warren, Co-Founder/Chairman of Bridgeford Trust Company and Patrick McCormick, Founder/Managing Partner of McCormick Tax. During the webinar, David and Patrick will provide advisors with a practical guide to the planning opportunities and potential tax pitfalls in providing private client services (PCS) for high-net-worth nonresident clients with U.S. tax presence.

Advisors to high-net-worth individuals are increasingly tasked with creating integrated solutions for their clients in all aspects of their lives. For non-U.S. based individuals, it is critical to have a U.S. advisor to coordinate cross-border issues involving U.S.-sitused businesses, investments, and trusts. As the U.S. continues to be seen as a tax, privacy, and asset protection “haven” for high-net-worth foreign individuals, this creates an opportunity for advisors to provide critical wealth and trust planning as an element of a multi-discipline PCS practice.

During the webinar, David and Patrick will review these and other important issues:

  • Critical considerations in wealth preservation before a foreign individual becomes a U.S. resident for tax purposes.
  • Avoiding anti-deferral rules in pre-immigration transactions.
  • Determining whether a drop-off trust should be structured as a domestic or foreign trust under the rules of Section 7701.
  • Helping non-U.S. taxpayers identify the optimal framework and structure for a family office to handle U.S.-sitused assets.
  • Comparing top-tier U.S. jurisdictions with regard to tax, asset protection, and privacy planning.

The webinar program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for planning professionals in over 40 legal, accounting, and tax practice areas.

To learn more about this webinar, please click here. If you are interested in attending, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com to inquire about limited passes we have available for friends of Bridgeford.

Bridgeford Trust Company is excited to again be sponsoring STEP LatAm’s annual conference taking place on September 22-23, 2022 in Panama. This year’s sold-out conference features cutting edge presentations and discussion related to the planning, structuring, and management of wealth in Latin America and brings together renowned lawyers and banking, trust, and accounting professionals from around the world.

David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – and Helmer W. Arizmendy – President of Bridgeford International – will be attending this year’s conference. If you are going to be there, be sure to stop by Bridgeford’s exhibit table, or contact us so we can be sure to connect at one of the events or grab a drink or dinner together!

The Power of U.S. Trusts for International Families

The United States continues to be the jurisdiction of choice for international families because of powerful modern trust law planning tools available in top-tier jurisdictions such as South Dakota, including Foreign Grantor Trusts and Domestic Asset Protection Trusts as well as progressive privacy trust laws and tax planning opportunities. These are just a few of the unique planning solutions available under South Dakota law that are important for families across the globe to consider when selecting the best U.S. trust situs.

We encourage you to watch this webinar – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning. In it, our team examines worldwide factors for the historic movement of money into the U.S. and objectively compares the leading top-tier U.S. trust jurisdictions along with planning tools available to international families.

Sophisticated Insurance Planning Solutions

Through our recently launched company, Bridgeford International (a fully licensed insurance agency), our team is able to offer both domestic and international families sophisticated insurance planning solutions, including Private Placement Life Insurance (PPLI).

PPLI is a powerful wealth planning tool used to invest in a tax efficient manner and transfer wealth to future generations more effectively. Unlike traditional “retail” insurance, PPLI takes advantage of insurance rules to avoid income taxation on internal income and taxation on the proceeds at the death of the insured. By combining this insurance planning solution with South Dakota’s modern trust laws, our team can deliver significant tax savings, privacy, and asset protection to high-net worth individuals and families around the world.

We hope to see you in Panama! If have any questions about our time at the conference or any of the topics discussed above, be sure to reach out to us at (605) 224-9189 or via our contact form.

Bridgeford Trust Company is proud and honored to announce that we have again been named a finalist by WealthManagement.com for their 8th Annual Industry Awards. WealthManagement.com – considered the leading resource for wealth advisors and planners – produces the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.

Bridgeford’s submission – International Trust and Insurance Solutions – focuses on our aggressive and unique initiative (for a U.S./domestic trust company) to build a solid internal infrastructure and multifaceted digital media platform dedicated to educating and serving international families. Bridgeford International (a recently launched sister company of Bridgeford Trust Company and registered insurance agency) promotes and provides sophisticated and powerful modern U.S. trust law and insurance planning solutions, including Private Placement Life Insurance, to families across the globe, with a particular focus on LATAM. You can learn more about our initiative that earned us this finalist recognition by clicking here.

David A. Warren, Co-Founder and Chairman of Bridgeford Trust Company, said:

“Bridgeford Trust Company is thrilled to be recognized again this year as a leader in the wealth management industry, among many excellent providers. Our finalist recognition is a testament to our commitment to providing domestic and international families with sophisticated and progressive fiduciary and insurance solutions through the launch of our sister company, Bridgeford International, based in Miami, Florida.”

A record-breaking number of nominations were submitted – nearly 1,000 entries from more than 350 companies; 225 were then selected as finalists in one or more of the firm or individual categories in this year’s awards program. A panel of independent judges made up of top names in the industry will determine the 2022 award winners, who will be announced on September 8, 2022 during a black-tie ceremony at the Ziegfeld Ballroom in New York City.

For more information about this recognition and our initiative, please reach out to us via our contact form or call us at (605) 224-9189.