For the 4th consecutive year, South Dakota is ranked as being the top Dynasty Trust State in the nation while Delaware, long considered a top tier trust jurisdiction, slips to the 6th position behind Wyoming. A Dynasty Trust, not available in all states, is a powerful planning tool that essentially allows a trust to live in perpetuity […]
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The special purpose entity is a powerful planning tool because it places a liability umbrella over the individuals filling the roles of trust protector, investment committee, and/or distribution committee, therefore protecting them from personal claims connected to their actions in this capacity. Essentially, direction comes from a South Dakota entity and not from any one […]
Bridgeford Trust invites you to join us for a complimentary CLE/CPE training and mixer on October 8 at The Millworks in Harrisburg! There will be a very relevant and timely discussion about cutting edge modern trust law concepts that have a big impact on trust planning, as well as a great networking opportunity among the […]
Directed Trusts, only available in a handful of states across the country including South Dakota, continue to drastically change the trust world through unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors. Through bifurcating liability, the directed trust model creates a legal framework allowing trustees […]
Bridgeford Trust is proud to be co-sponsoring the Philadelphia Estate Planning Council’s Ethics Forum on April 22, 2015. David Warren, President and CEO, is delivering an introduction and discussion comparing trust jurisdictions and the vital importance of selecting the proper trust situs in the wealth planning process. More information on the event is as follows: […]