Bridgeford Trust Company is excited to once again be the lead sponsor, as well as a presenter this year, at the 15th Annual STEP International Tax & Estate Planning Forum, presented by STEP LA. Taking place on Thursday, May 4th and Friday, May 5th in Laguna Beach, CA, this much anticipated event addresses the latest issues for international private client planning presented by leading national and international speakers, including our Co-Founder and Chairman, David Warren, who will be presenting on a panel that will discuss an international perspective on privacy protections for UHNWIs.
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 Domestic Asset Protection Trusts and Foreign Grantor 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.
If you are attending the forum, be sure to stop by our booth to talk with our team about these powerful U.S. trust strategies that Bridgeford Trust Company offers for domestic and international families. You’ll also learn more about Bridgeford International – the global planning and business development engine for the Bridgeford family of companies, promoting the power of U.S. modern trust law and sophisticated risk planning solutions around the world. We’d love to connect and talk about how we may be able to collaborate to best serve the international community.
Bridgeford Dinner at STEP LA
Bridgeford will be hosting a dinner after the first day’s sessions at Mozambique restaurant on Thursday, May 4, 2023 at 7:30pm. If you are available to join us, please RSVP to mroberson@bridgefordtrust.com.
Bridgeford California
We are especially excited to be at this event, given the recent launch of Bridgeford California. If you missed the announcement on Bridgeford Advisors’ recent expansion and launch event scheduled for May 2, 2023 in Newport Beach, you can learn more and register at: https://www.bridgefordtrust.com/bridgeford-california/.
We hope to see you in California!
