Directed Trusts, only available in a handful of states across the country including South Dakota, continue to drastically change the trust world through unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors. Through bifurcating liability, the directed trust model creates a legal framework allowing trustees and beneficiaries to work with asset managers and independent trust companies of their choosing.

Click here for an article appearing in Worth Magazine and featuring Bridgeford Trust’s President and CEO, David A. Warren, JD, discussing the nuances of this powerful planning tool. Read more