Bridgeford Trust Company is excited to again sponsor the Annual Institute on Tax, Estate Planning and the World Economy, presented by STEP Orange County. Taking place on February 8-9, 2023 in Newport Beach, California, this much anticipated event presents the latest issues for U.S. and international private client planning.
David Warren – Co-Founder and Chairman – and Doug Mikkonen – Senior Vice President, Chief Compliance Officer, and Senior Trust Officer – will be attending this year’s institute and would love to talk to you about how we may be able to collaborate to best serve the international community. If you are going to be there, be sure to stop by Bridgeford’s exhibit table or contact us so we can meet at one of the events or grab a drink or dinner together! If you are not attending the conference, but are in the area, please reach out – we would love to connect as we prepare to launch Bridgeford Advisors’ California location in Newport Beach!
The Power of U.S. Trusts for International Families
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 Foreign Grantor Trusts and Domestic Asset Protection Trusts as well as 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 situs.
We encourage you to watch this webinar – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning. In it, our team examines worldwide factors for the historic movement of money into the U.S. and objectively compares the leading top-tier U.S. trust jurisdictions along with planning tools available to international families.
Private Placement Life Insurance
Through our sister company, Bridgeford International (a fully licensed insurance agency), our team is able to offer both domestic and international families sophisticated insurance planning solutions, including Private Placement Life Insurance (PPLI).
PPLI is a powerful wealth planning tool used to invest in a tax efficient manner and transfer wealth to future generations more effectively. Unlike traditional “retail” insurance, PPLI takes advantage of insurance rules to avoid income taxation on internal income and taxation on the proceeds at the death of the insured. By combining this insurance planning solution with South Dakota’s modern trust laws, our team can deliver significant tax savings, privacy, and asset protection to high-net worth individuals and families around the world.
We hope to see you in California! If you would like additional details about the event, visit STEP OC’s 2023 Institute website at: https://stepoc.org/2023-institute/.
