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 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.