Bridgeford Trust recently produced a well-researched chart comparing the leading U.S. trust jurisdictions, with a particular emphasis on areas that clearly distinguish South Dakota as the superior trust jurisdiction in the overall analysis. Click here or on the image below to view the chart in PDF format. As illustrated by the shaded areas on the […]
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As mentioned in a previous article, recently passed legislation created the South Dakota Community Property Special Spousal Trust – House Bill 1039 (2016) (Sections 29-42), a very powerful planning tool for spouses not available in most states. The trust may be a revocable or irrevocable trust created by one or both spouses with both spouses as beneficiaries. […]
Bridgeford Trust recently presented at the Global Financial Summit, an exclusive, private wealth conference that took place at the Atlantis Resort & Casino in the Bahamas. Featuring some of the biggest names and most insightful advisors in the wealth management world, David Warren, President and CEO of Bridgeford Trust, was honored to be included as one […]
Learn more about modern trust laws such as community property trusts, directed trusts, decanting, privacy, and asset protection trusts by subscribing to Bridgeford Trust’s YouTube channel where you can view short videos and webinars on these and other cutting edge wealth planning concepts. As a subscriber, you will receive updates when new videos are added […]
Bridgeford Trust recently participated in a “Trust Jurisdiction Showdown” panel discussion at The Gathering, a 3-day educational conference produced by the Laureate Center for Wealth Advisors in San Diego, California. This 12th annual gathering featured experts speaking on topics in the areas of estate, business, and wealth strategies, drawing registrants from across the nation. The […]