Why Trust Locations Matters: The South Dakota Advantage

Similar to the decision as to where to incorporate a new business entity, is has been said that the decision as to where to place a trust is as important as the decision to create one.

Below are two excellent pieces produced by the Federal Reserve that discuss the reasons why South Dakota has ascended to become one of the best trust jurisdictions in the nation.  In addition, attached is a great companion piece that methodically and objectively compares  trust jurisdictions across the country. Read more

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David Warren to Speak at the Upcoming Prime Global Tax Conference

On January 6-9, David Warren (President and CEO of Bridgeford Trust Company) will be speaking at the 33rd Annual Prime Global Tax Conference in Newport Coast, CA. David will be speaking on “ESTATE TAX UPDATE: DOES TRUST SITUS MATTER?”

This fun and high-intensity gathering is full of networking, roundtables, and informational sessions on a variety of current tax issues and practices. Highlights include a “Best Tax Planning Ideas” contest and session, regular updates on federal and international tax laws, and some of the best golf outings you’ll find anywhere. Read more

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Upcoming Events

upcoming-eventsWe are proud to announce two upcoming speaking engagements for David Warren (President and CEO of Bridgeford Trust Company)!

Title: Does Trust Situs Matter?
Date: Thursday, November 8, 2012 from 12 to 1 p.m.
Place: Berks County Bar Association – Second Floor, 544-546 Court Street,Reading
Signup: Download the signup form here

Details: The Legal Support Staff Association of Berks County is pleased to co-sponsor with the Berks County Bar Association an educational seminar entitled, “Does Trust Situs Matter?” Read more

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David Warren of Bridgeford Trust Company Speaks on “Utilizing Trusts in Your Wealth Planning Efforts”

David Warren, President and CEO of Bridgeford Trust Company teamed up with Dan Matarrese, Manager of McKonly & Asbury LLP for a webinar entitled Trust Us – Utilizing Trusts in Your Wealth Planning Efforts!

David discussed trust planning, scenarios where trusts can and should be used, various types of trusts, and even some specifics regarding the formation of trusts.

For more information on this topic or to submit a question for David, use our contact page at https://bridgefordadvisors.com/contact. Read more

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