Bridgeford Trust is proud to once again be sponsoring McKonly & Asbury’s Collaborate Conference! This third annual conference showcases a variety of topics and speakers, including general sessions and breakout sessions for you to choose from. It will take place on Thursday, May 21, 2015 at the Hershey Lodge. The conference begins with registration and breakfast at 8:00am and goes until 4:30pm with a reception to follow.
Collaborate 2015 features a keynote address from Mark Everson, former IRS Commissioner and alliantgroup Vice Chairman, and Rick Lazio, former U.S. Congressman and alliantgroup Director. Mark and Rick will be presenting an insider’s perspective on the IRS, Capitol Hill, and how developing legislation and tax policy will impact you and your clients in the coming year. Read more
South Dakota is AGAIN ranked as having the top decanting statute in the nation. Published by Nevada attorney Steve Oshins, the new 
Privacy has always been of paramount concern to wealthy families and is one of the primary reasons why billions of dollars have been and are being moved into South Dakota for trust administration from around the globe. Most states do not have provisions or laws protecting trust information from being revealed to beneficiaries or to the public during litigation. Furthermore, the few trust privacy laws in existence in the United States are not “created equally”, making it vitally important for clients and their advisors to understand which state trust jurisdiction offers the best and most powerful privacy protection. For the reasons outlined below, South Dakota clearly has the most robust privacy provisions in the nation rendering that state the trust jurisdiction of choice for wealthy families from all over the world. 
Decanting has emerged as a very compelling planning option for advisors across the nation. Appropriately referred to as a “do over”, decanting is essentially distributing assets from an irrevocable trust into a new trust with different, and presumably more desirable and flexible, terms leaving the unwanted terms in the original trust and not binding on the assets. 
This webinar entitled “Not Your Grandfather’s Corporate Trustee: Modern Trust Laws and the Resurgence of the Corporate Trustee” was originally produced on November 18, 2014. We hope you enjoy the full recording and additional materials below. This webinar was hosted by David Warren, President and CEO with Bridgeford Trust Company, and Tyler Wenger from McKonly & Asbury.
David Warren, President and CEO of Bridgeford Trust Company, will be presenting at McKonly & Asbury’s Alumni and Friends CPE/CLE networking event on Wednesday, November 5. The presentation, entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?”, will exam innovative modern trust laws such as directed trusts, trust protectors, and decanting and the vital importance of selecting the proper trust jurisdiction in the wealth planning process. The event will feature a time of networking and presentations followed by a reception with CPAs, attorneys, and business leaders from around the region. This event will offer two free CLE credits.
David Warren, President and CEO of Bridgeford Trust Company, is teaming up with the regional CPA firm of McKonly & Asbury and Aaron Jackson, a shareholder with the law firm of Buchanan Ingersoll & Rooney, to present a timely and informational seminar for National Business Institute called “An Accountant’s Guide to Grantor Trusts.” The program will provide 6.5 CLE credits for attorneys and 8 CPE credits for accountants and will cover important and quickly evolving topics such as: The Use of Alternative Trust Jurisdictions in the Wealth Planning Process, Asset Protection Trusts, and Grantor Trust Tax Reporting.
Bridgeford Trust Company sponsored and presented at McKonly & Asbury’s very successful Collaborate 2014 Conference on May 21 at the Hershey Lodge. This second annual conference focused on timely and relevant business, planning, and tax issues facing business owners and leaders from across the Central PA region.