This webinar entitled “Modern Trust Laws: Delivering Direction and Control” was originally produced on Wednesday, October 17, 2018. We hope that you enjoy the full recording of the presentation and additional resources offered below.
Modern trust laws, including directed trust, trust protector, and the newly created family advisor, have revolutionized the trust industry in the United States. During this webinar, David Warren, Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford Advisors, highlighted how these modern progressive trust laws, found only in a handful of states including South Dakota, have drastically changed how trusts are created and administered, delivering far more control and direction to settlors of trusts, beneficiaries, and their advisors than ever before.
- Examined the directed trust, trust protector, and family advisor role in detail and how these concepts combine to deliver tremendous control and direction to settlors of trusts and beneficiaries over many important aspects of trust administration, including investment and distribution decisions.
- Considered South Dakota’s Special Purpose Entity and how this unique planning nuance, only available in South Dakota, can provide even more control and protection for settlors of trusts and the advisors that serve in various fiduciary roles within the directed trust structure.
- Explored the concept of decanting in the context of the direction and control this powerful planning tool brings to beneficiaries of trusts and their advisors looking to “breathe new life” or otherwise modernize older trusts.
This free, one hour-long webinar took place on Wednesday, October 17 at 2:00 p.m. EST.
If you have any questions regarding the material covered in this webinar, please contact us via our contact page.