The Pennsylvania Bar Association (PBA) is holding their annual Real Property, Probate & Trust Law retreat on August 2-4, 2023, at the Eden Resort in Lancaster, Pennsylvania, and Bridgeford Trust Company is excited to be speaking at this upcoming event!
Attendees will receive up to 8 hours of CLE credits on a variety of timely topics, including key provisions of the PAR Residential Agreement of Sale; the basics of estate administration; trust modifications and fiduciary removal; advanced leasing concepts and trends; racial covenants; modern trust law; purchasing in a community association; and the perennial real estate and probate and trust law updates.
Bridgeford Trust Company’s Co-Founder and Chairman, David Warren will be presenting on a panel with Paul Fabiano, Attorney-At-Law with PTF Legal on Wednesday, August 2 at 2:00pm. David and Paul’s presentation will consider powerful modern trust law tools around asset protection, privacy, and prudent tax planning – available only in top-tier no income tax dynasty trust jurisdictions such as South Dakota. The presentation will also explore how modern trust law brings far more direction and control to settlors of trusts, beneficiaries, and their advisors through the use of directed trusts, trust protectors, family advisors, and decanting statutes, and will conclude with an objective comparison of top-tier trust jurisdictions.
For more information on the event including a full agenda and registration fees, click here. If you are interested in attending, please reach out to Melissa Roberson at mroberson@bridgefordtrust.com for assistance with the registration process. We hope to see you there!
