On Friday, May 13, 2022, Bridgeford Trust Company will be in Florida as a sponsor for STEP Miami’s 11th Annual Summit! The Summit, taking place at the Four Seasons Hotel Miami, is an excellent opportunity to learn about the newest changes, updates, and trends in the market for international private client planning. If you are planning […]
Bridgeford Trust Company is looking forward to being in California to sponsor and speak at two upcoming conferences, STEP LA’s International Tax & Estate Planning Forum and Market Groups Private Wealth Forum. In addition to both events, we are also looking forward to hosting a dinner in Laguna Beach (see below for more details and […]
Bridgeford International is looking forward to participating in a timely presentation that will take place in both Cartagena and Barranquilla, Colombia. Accountability Global Wealth Management is hosting these presentations entitled “How To Protect Your Wealth in Times of Uncertainty” and taking place at the Hotel Intercontinental Cartagena on April 26, 2022 and the Hotel Estelar […]
Bridgeford Trust Company is participating in an upcoming webinar – Private Placement Life Insurance: Avoiding Income and Transfer Tax for High-Net-Worth Taxpayers – scheduled for Thursday, May 12, 2022, from 1:00pm-2:50pm EDT. If you are a tax advisor working with wealthy clients in high income tax brackets, and particularly those in high taxed states, be […]
South Dakota was the first state in the nation to abolish the Rule Against Perpetuities – which prohibited unlimited-duration trusts – in 1983, clearing the way for the creation of the Dynasty Trust. A South Dakota Dynasty Trust is a very powerful planning tool that preserves family wealth over generations, allowing a trust to live […]