Commentators and advisors continue to debate whether offshore asset protection trusts, available in jurisdictions such as Nevis and the Cooks Island, are better asset protection vehicles than U.S. domestic asset protection trusts, available in a small number of states including South Dakota. The debate is typically fueled by esoteric legal distinctions and hyperbole or, more […]
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This webinar entitled “Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs” was originally produced on Thursday, November 19, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by David Warren, Bridgeford Trust Company President and CEO. This presentation […]
David Warren, President and CEO of Bridgeford Trust, is going to be featured on WEEU 830AM on Tuesday, December 1, 2015 from 6:00pm-7:00pm. Virgil Kahl hosts the area’s only locally-produced financial talk show, The Money Doctor, on WEEU which is based in Reading, PA. WEEU 830 AM can be heard throughout several counties in southeastern PA, […]
The chart below, produced by Bridgeford Trust Company based upon objective industry data and research, presents a very clear comparison of important factors that should be considered when comparing South Dakota and Delaware as a potential trust jurisdiction. These factors are particularly important for planners to consider when determining the most robust dynasty trust state. […]
Bridgeford Trust Company will partner with McKonly & Asbury as a featured guest on their upcoming November webinar entitled “Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs”. The webinar will take place on Thursday, November 19, 2015. This webinar will be hosted by David Warren, President and CEO of Bridgeford Trust Company, and will examine the progressive trust […]