Bridgeford Trust Company is thrilled to once again be the headline sponsor and a featured speaker at STEP LA’s 16th Annual International Tax & Estate Planning Forum. This event will take place on June 13-14, 2024, at the Terranea Resort in Rancho Palos Verdes, CA.
This highly anticipated forum will explore the latest issues in international private client planning, with presentations from leading national and international experts, including our Co-Founder and Chairman, David Warren. David will join a distinguished panel featuring Hanna Marais, Director at Legato Trust and Fiduciary Services, and Sarajane Kempster, Head of Fiduciary Clients at Royal Bank of Canada (RBC) Wealth Management. The panel will delve into the topic of well-settled trusts amid global challenges such as wars, terrorism, economic instability, and personal insecurity. They will discuss key considerations for locating, structuring, funding, and administering trusts to navigate these challenges and address their settlors’ personal and eleemosynary objectives for the future preservation, deployment, and enjoyment of their personal wealth.
The Power of U.S. Trusts for International Families
Despite current global uncertainties, the United States continues to be the jurisdiction of choice for international families because of powerful modern trust law planning tools available in top-tier jurisdictions such as South Dakota, including Domestic Asset Protection Trusts and progressive privacy trust laws and tax planning opportunities. These are just a few of the unique planning solutions available under South Dakota law that are important for families across the globe to consider when selecting the best U.S. trust jurisdiction.
If you are attending the forum, we invite you to visit our booth to discuss these powerful U.S. trust strategies with David and Doug Mikkonen, Senior Vice President and Senior Trust Officer. We look forward to connecting and exploring how we can collaborate to best serve the international community.
Bridgeford Dinner at STEP LA
Bridgeford’s team will be hosting a dinner at Nelson’s restaurant, located on-site at the Terranea Resort, after the first day’s events. The dinner is scheduled for Thursday, June 13, 2024, at 7:00 PM. Seating is limited, so if you would like to join us, please RSVP to mroberson@bridgefordtrust.com.
Contact Us
We hope to see you in California! For more details about the event, visit STEP LA’s website by clicking here. If you are unable to attend but want to learn more about David’s presentation and the topics discussed, please reach out to us via our contact form or call us at (605) 224-9189.
