Bridgeford Trust Company is excited to reconnect with our many friends, colleagues, and collaborators in Central PA, where we launched the company over 10 years ago. Because of the great support of the Central PA professional community over the years, the Bridgeford family of companies has experienced amazing growth, expansion, and brand recognition, both nationally and internationally, with offices in South Dakota, Pennsylvania, Miami – and a very soon to be launched location in Southern California. We look forward to celebrating our growth, and the launch of Bridgeford International – the global planning and sales engine for the Bridgeford family of companies, promoting the power of U.S. modern trust law and sophisticated insurance planning solutions around the world, with a particular focus on Latin America. We are very pleased to welcome you at two upcoming events hosted by Bridgeford, as well as at McKonly & Asbury’s highly anticipated Collaborate! 2022 Conference, where Bridgeford is both a speaker and a sponsor (learn more and register for these events below).

As our team comes together in a few weeks to celebrate our launch in Central PA and success, we will continue our focus on providing objective education around the vital importance of selecting the proper trust jurisdiction in the planning process that leverages powerful modern trust law around asset protection, privacy, and tax planning, while delivering far more direction and control to families and their advisors across the country and around the world than ever before.

Bridgeford’s Breakfast Presentation & Reception: May 18 from 8-10am at the Lancaster Marriott

We invite you to join us for a breakfast presentation and reception on Wednesday, May 18 at the Lancaster Marriott. The presentation entitled, The Power of Modern U.S. Trust Law and Private Placement Life Insurance, will consider asset protection, privacy, and compelling tax planning strategies achievable by simply selecting the proper trust jurisdiction. Registration and breakfast begins at 8:00am with the presentation (1.0 CLE) from 8:30-9:30am followed by networking until 10:00am.

Click here to register for this free event.

Bridgeford’s Evening Presentation & Reception: May 18 from 5-7pm at the Harrisburg Hilton

Then in the evening, for those of you closer to the Harrisburg area, join us for an evening presentation and reception on Wednesday, May 18 at the Harrisburg Hilton. Again, we will present on The Power of Modern U.S. Trust Law and Private Placement Life Insurance. Registration and networking begins at 5:00pm with the presentation from 5:30-6:30pm followed by networking until 7:00pm. We will have hors d’oeuvres and drinks available throughout the evening.

Click here to register for this free event.

Bridgeford at McKonly & Asbury’s Collaborate! 2022 Conference: May 19 at the Sheraton Harrisburg-Hershey

McKonly & Asbury is a leading, regional accounting and business advisory services firm and their annual conference is back in person. Collaborate! 2022 appeals to the whole business community and incorporates a keynote from Merril Hoge, Former NFL Running Back and author, dynamic general sessions, and a variety of specialized breakout sessions for attendees to choose from. It is taking place on Thursday, May 19 at the Sheraton Harrisburg-Hershey Hotel from 7:30am-5:30pm.

If you can attend, be sure to sign up for Bridgeford’s Breakout Session entitled, Modern U.S. Trust Law: Asset Protection and Privacy in a Transparent World, presented by David Warren, Co-Founder and Chairman of Bridgeford Trust Company. During this presentation, David will discuss:

  • 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.
  • 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 and asset protection haven for domestic and international families, as well as modern trust law planning tools available to families and their advisors.
  • 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.

For more information on the day’s events and to register for Collaborate! 2022, click here.

We hope to see you in the coming weeks! Don’t hesitate to reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com if you have any questions on any of these events or want to meet directly with our team.