Episode 23 – Tax Planning Solutions for Mass Tort and Plaintiff’s Attorneys

Guest: Tate Johnson, President and Chief Operating Officer at Brook-Hollow

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Tate Johnson – President and Chief Operating Officer at Brook-Hollow – to discuss the evolution of Brook-Hollow and their creative and industry leading tax planning and deferral programs for mass tort and plaintiff’s attorneys who receive large contingent legal fee payments.

As they discuss this unique planning solution, David and Tate explore Bridgeford’s partnership with Brook-Hollow and how the work we do together allows for powerful South Dakota modern trust law concepts, such as asset protection, foreign grantor trusts, directed trusts, and privacy, to be integrated into the planning process, resulting in an even more compelling and sophisticated solution for these attorneys.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

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