step-oc-sponsorBridgeford Trust Company is proud to be the title sponsor of STEP Orange County’s 12th Annual Institute on Tax, Estate Planning, and the World Economy! Taking place on February 15-17, 2024, at the Balboa Bay Club in Newport Beach, California, this much anticipated event presents the latest issues for U.S. and international private client estate planning with a stellar line up of presenters.

David Warren – Co-Founder and Chairman – and Doug Mikkonen – Senior Vice President and Senior Trust Officer – will be attending this year’s institute and would love to talk with you about the South Dakota Advantage and 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 to Bridgeford Advisors’ California office to connect another time!

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.

As you talk with our team at this year’s institute, we encourage you to ask any questions you have on these planning nuances and learn how Bridgeford Trust Company offers domestic and international families across the country and around the world a conflict-free, personalized, and non-institutionalized approach, embracing a new trust industry paradigm that has emerged.

We hope to see you in California! If you would like additional details about the event, visit STEP OC’s 2024 Institute website at: