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.

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Reserve your spot for this free livestream by clicking here.

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During the presentation, David will specifically discuss:

• Information disclosure requirements, both domestically and internationally, with a discussion around CRS, FATCA, and the Corporate Transparency Act.
• 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.

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.

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Register for this free livestream by clicking here.

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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 CRS, FATCA, and the Corporate Transparency Act.
• 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 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.

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 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.