Bridgeford to Sponsor 56th Annual Heckerling Institute on Estate Planning in January 2022

*December 30, 2021 Update – Due to the recent surge of the Omicron variant and associated health risks to all attendees, the 56th Annual Heckerling Institute scheduled for January 10-14, 2022 in Orlando has been cancelled. We are disappointed that we won’t be able to connect with attendees, but look forward to the next conference! Until then, don’t hesitate to contact us with any questions or to find out how we may be able to assist with many planning opportunities under South Dakota trust law.

Bridgeford Trust Company will again be sponsoring the annual Heckerling Institute on Estate Planning from January 10-14, 2022 in Orlando, Florida. If you are attending, we encourage you to learn more about our activity at Heckerling below as you can visit with our leadership team at our booth and attend our sponsored receptions!

Exhibit Booth #400 – January 10-14, 2022

Stop by our exhibit booth (#400) while you’re attending the conference to visit with our team, learn why South Dakota is routinely ranked among the best trust jurisdictions in the United States, and enter to win a pair of Apple AirPods! Our team will be at our booth throughout the whole conference and is looking forward to meeting you.

While visiting our booth, you can:

  • Discuss the South Dakota advantage.
  • Exchange ideas and information.
  • Discover how Bridgeford Trust Company is revolutionizing the trust industry.
  • Meet directly with our leadership team.

Pre-Institute Golf Outing and Reception with Bridgeford, Nelson Mullins, and CapAlt – January 9, 2022

Join us on Sunday, January 9th as we come together for a golf outing and cocktail reception in advance of the 2022 Heckerling Institute on Estate Planning. This event is sponsored by Bridgeford Trust Company, Nelson Mullins, and CapAlt and includes an afternoon of complimentary golf at the Rees Jones golf course followed by food and drinks at the Waldorf Astoria Golf Club, located at 14224 Bonnet Creek Resort Lane, Orlando, FL 32821 (just minutes from the Orlando World Center Marriott).

Golf is scheduled to begin at 12:40pm, and reception will follow at 4:30pm. If you would like to opt out of golf, you are more than welcome to join us at the reception. Click here to RSVP.

Bridgeford Reception – January 11, 2022

Join us and many other advisors from across the state and around the country, as we celebrate the power of modern trust law and sophisticated planning techniques at this reception hosted by Bridgeford Trust Company on Tuesday, January 11th from 6:00pm – 7:30pm. Our reception will be located in the Grand Ballroom on the Convention Floor at Orlando World Center Marriott (8701 World Center Drive, Orlando, FL 32821).

The evening will be a great time of food and spirits – including specially paired scotch and wine offerings with delicious hors d’oeuvres and desserts – as well as networking with friends and colleagues. Click here to RSVP.

Questions?

For more information about our activity at Heckerling or to set up a time to meet with our team, please contact Melissa Roberson, Global Marketing & Digital Media Director with Bridgeford at mroberson@bridgefordtrust.com.

We look forward to seeing you in Orlando!

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Bridgeford to Present on STEP Zurich Webinar: December 6

On Monday, December 6, David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will present a webinar hosted by STEP Zurich on “The Use of U.S. Trusts for Asset Protection, Privacy and Tax Planning.” This one-hour webinar will take place at 12.00 hrs. local time in Zurich, Switzerland (6:00am EST).

During the webinar, David will discuss powerful U.S. modern trust law planning tools – only available in a handful of states – that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and the trust protector concept. David will also examine top tier U.S. trust jurisdictions and objectively compare in the context of selecting the best U.S. trust jurisdiction in the planning process, as well as address the Pandora Papers and the impact on the U.S. and international trust planning industry.

For more information and to register, click here. Friends of Bridgeford can register at the STEP member price of CHF 40, so be sure to mention our name during registration.

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Bridgeford to Sponsor IFG Annual Miami Conference: December 1

As we continue to grow Bridgeford’s presence in Miami and across South Florida, we are proud to sponsor the upcoming Institute for Family Governance (IFG) Annual Miami Conference on Wednesday, December 1, 2021. IFG’s mission is to implement strong governance that endures, and this annual conference features an excellent group of speakers who will focus on family governance and empowering beneficiaries through inter-generational planning. Given uncertainty caused by tax changes coming out of Washington and the focus on smart year-end planning for large families, this conference is particularly timely and promises to convey valuable information.

David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will be attending the conference and looks forward to connecting with friends, old and new, so be sure to stop by our table, or reach out to connect. As a South Dakota chartered independent trust company, we are passionate about “big ideas” and powerful modern trust law concepts around asset protection, privacy, and sophisticated tax planning which are nicely outlined in this education piece.  David would be happy to discuss these concepts in more detail, and how we can collaborate to serve families across the nation and around the world.

If you would like additional details about the event, visit the conference website at https://www.ifgworldwide.org/2021-miami-conference. We hope to see you there!

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Bridgeford to Sponsor 20th Annual Joint Tax & Estate Planning Seminar: December 8

Bridgeford Trust Company is looking forward to sponsoring the upcoming 20th 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 20 years ago to hold this seminar for professional advisors in Broward County.

This year’s seminar, taking place on the morning of December 8 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, Sam Donaldson, JD, LL.M – Professor of Law at Georgia State University in Atlanta – will offer attendees an explanation of the impact of recent changes to the federal income and transfer tax laws to their clients’ estate plans as well as devise income tax and estate planning strategies suited to the current climate that can withstand pending changes to the tax laws.

Registration and a networking breakfast will begin at 7:30am and the presentation will follow from 9:00-11:00am. Then join us for a meet and mingle with sponsors after the seminar concludes. If you are attending, be sure to look for David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – who will be attending as well!

If you aren’t registered yet, but would like to attend (in person or virtually), we do 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.

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Bridgeford Trust to Present on December 8 Strafford Webinar – Trusts and Situs After Kaestner

Bridgeford Trust Company is participating in an upcoming webinar – Trusts and Situs After Kaestner: Establishing Domicile, Relocating a Trust, and Taxing Beneficiaries – scheduled for Wednesday, December 8, 2021 from 1:00pm-2:50pm EST.

This webinar provides professionals who advise and prepare returns for trusts with updated information on trust situs in light of the important Supreme Court decision in Kaestner, which continues to be very relevant and supportive of sophisticated tax planning using trusts in “top tier” trust jurisdictions like South Dakota, and which appears to be unaffected by proposed tax planning coming out of Washington. The presentation will cover how to determine a trust’s domicile, the criteria that states currently use to tax trusts and trust beneficiaries, how to change where a trust is taxed and when is best to do so, as well as the impact of the Kaestner case. The webinar’s panel of experts include David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust Company; William Lipkind, Partner at Wilson Elser; and S. Gray Edmondson, Partner at Edmondson Sage Allen.

The panel will review these and other important issues:

  • State methods for taxing trusts.
  • Situs considerations when forming a trust.
  • Objective comparison of “top tier” trust jurisdictions.
  • When and how to relocate a trust.
  • Impact of Kaestner on trust taxation.
  • Amending returns in light of Kaestner.
  • Situs selection in light of the Pandora Papers.

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.

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Delivering Direction and Control Podcast Episode 20 – Pandora Papers and South Dakota Trusts: The Rest of the Story

Understanding the impact and vital importance of true and accurate information regarding the recent release of the Pandora Papers, Bridgeford Trust Company – in an effort to tell the rest of the story and clarify the facts – organized and produced this very timely and informational podcast episode with Terry Prendergast, one of South Dakota’s leading and most prolific trusts and estates and trust company attorneys with Davenport Evans.

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with Terry for a discussion that cuts through the untruths and hyperbole disseminated by both the Pandora Papers publication and media coverage regarding the South Dakota trust industry. You can listen below, or on our podcast page, SoundCloud, iTunes, Spotify, 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 any questions on the Pandora Papers and South Dakota trusts, don’t hesitate to reach out to us via our contact form or call us at (605) 224-9189.

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Delivering Direction and Control Podcast Series – Episode 19 with Jeana Goosmann

corporate-transparency-act-podcast

Episode 19 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page at bridgefordtrust.com/podcasts to hear the latest episode!

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jeana Goosmann – Attorney, CEO, Founder and Managing Partner of Goosmann Law Firm – for a discussion on Jeana’s role as “The CEO’s Attorney.” Jeana’s legal business and litigation experience guide CEOs through their most important legal matters, helping them make the wisest business decisions the law can offer, making her legal advice sought after by the most successful CEOs.

David and Jeana go on to discuss their common passion for South Dakota law, the power and stability of that state’s unique trust laws, and the importance of international expertise in South Dakota. As they conclude, it’s easy to hear their shared entrepreneurial spirit as they offer thoughts on the desire to help South Dakota stay on top of issues that are on the forefront of the industry, and in turn, assisting clients across the country and around the world as the industry navigates new matters that didn’t exist years ago.

Adding to Jeana’s accomplishments, she is also an author and frequent speaker. Be sure to check out her book, Worth It: Business Leaders: Ready. Execute. Deliver. and visit her website to learn more about Goosmann Law Firm and to listen to her podcast, Law Talk with the Flock.

Our Podcast Series 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.

You can listen on our podcast page, SoundCloud, iTunes, Spotify, and iHeartRadio. We hope you enjoy Episode 19!

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Bridgeford Trust to Sponsor STEP LATAM’s 2021 Conference

Bridgeford Trust Company is excited to once again be sponsoring the STEP LATAM Conference taking place on October 14-15, 2021 in Riviera Maya, Mexico. The conference brings together renowned lawyers and banking, trust, and accounting professionals from around the world, and the two days feature cutting edge presentations and discussion designed to build knowledge across borders related to the planning, structuring and management of wealth in Latin America. Following the recent release of the “Pandora Papers,” this year’s conference will be particularly relevant and timely. As widely reported, the wealth planning industry worldwide was confronted with a massive data leak, which has been manipulated by the media to cast sophisticated and legal planning work done for families around the world in an inappropriately nefarious light specifically in the areas of tax planning (NOT tax evasion), privacy (NOT secrecy), and permissible asset protection under the laws of progressive and highly regulated trust jurisdictions.

David A. Warren – Chairman and Co-Founder of Bridgeford Trust Company – will be attending the STEP LATAM Conference. If you are going to be there as well, we would love to see you so please stop by Bridgeford Trust Company’s booth, or reach out to us so we can be sure to connect. If you would like additional details about the event, visit the conference website at www.steplatamconference.com.

The Power of U.S. Trusts for International Families

The United States continues to be the jurisdiction of choice for international families. If you missed it, you can watch this video of a recent presentation Bridgeford Trust Company held in Miami that featured experts from across LATAM and provided an update on the social, economic and political forces that are motivating LATAM families, and families around the world in general, to look at the U.S. as the preferred “offshore jurisdiction” for planning solutions.

You can also click here for an informational webinar about many of the factors bringing international families to the U.S. and modern trust law planning tools available in top tier jurisdictions like South Dakota.

As always, if you have any questions, be sure to call us at (605) 224-9189 or reach out to us via our contact form.

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Modern Trust Law: Powerful Planning Tools in Uncertain Times

Recently, Bridgeford Trust Company was invited to speak at a virtual event hosted by the National Association of Insurance and Financial Advisors (NAIFA) entitled “Performance + Purpose: Redefine the Lines.”

David Warren – Co-Founder and Chairman of Bridgeford Trust Company – walked attendees through powerful modern trust law planning tools, only available in a handful of states, that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and the trust protector concept. David went on to discuss “top tier” trust jurisdictions and objectively compared these jurisdictions in the context of selecting the best U.S. trust jurisdiction in the planning process.

You can view the full presentation below or on our YouTube channel.



If you have any questions on David’s presentation, or would like more information on South Dakota’s modern trust laws, we’d love to hear from you. Please call us at (605) 224-9189 or contact us.

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Bridgeford Trust to Speak at NAIFA’s August 17-19 Event

The National Association of Insurance and Financial Advisors (NAIFA) is presenting a virtual event, entitled “Performance + Purpose: Redefine the Lines” on August 17-19, 2021, and Bridgeford Trust is excited to be speaking at this upcoming event!

NAIFA is a trade organization for insurance professionals and financial advisors. It is one of the largest trade groups in the financial industry and NAIFA works on behalf of its members to promote a favorable regulative environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.

Join Bridgeford Trust, as one of the Advanced Practice Track presenters, at the August 19 presentation entitled, “Modern Trust Law: Powerful Planning Tools in Uncertain Times” taking place at 1:30pm EST. David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will discuss powerful modern trust law planning tools – only available in a handful of states – that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and the trust protector concept. “Top Tier” trust jurisdictions will also be considered and objectively compared in the context of selecting the best U.S. trust jurisdiction in the planning process. Learn more about the event and David’s presentation by watching the short video below!



Registration is still open, and you can learn more about the sessions and register by clicking here.

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