Proving once again that trust situs (jurisdiction) matters, South Dakota becomes a top choice for asset protection trusts in the nation according to industry experts. This is an excellent piece discussing asset protection trusts and the importance of selecting the proper trust jurisdiction in the wealth and trust planning process. Trust Wars: Experts Say New […]
Similar to the decision as to where to incorporate a new business entity, is has been said that the decision as to where to place a trust is as important as the decision to create one. Below are two excellent pieces produced by the Federal Reserve that discuss the reasons why South Dakota has ascended […]
On January 6-9, David Warren (President and CEO of Bridgeford Trust Company) will be speaking at the 33rd Annual Prime Global Tax Conference in Newport Coast, CA. David will be speaking on “ESTATE TAX UPDATE: DOES TRUST SITUS MATTER?” This fun and high-intensity gathering is full of networking, roundtables, and informational sessions on a variety of […]
We are proud to announce two upcoming speaking engagements for David Warren (President and CEO of Bridgeford Trust Company)! Title: Does Trust Situs Matter? Date: Thursday, November 8, 2012 from 12 to 1 p.m. Place: Berks County Bar Association – Second Floor, 544-546 Court Street,Reading Signup: Download the signup form here Details: The Legal Support Staff Association of […]
David Warren, President and CEO of Bridgeford Trust Company teamed up with Dan Matarrese, Manager of McKonly & Asbury LLP for a webinar entitled Trust Us – Utilizing Trusts in Your Wealth Planning Efforts! David discussed trust planning, scenarios where trusts can and should be used, various types of trusts, and even some specifics regarding the formation of trusts. […]