Bridgeford Trust Company is thrilled to once again sponsor the annual Heckerling Institute on Estate Planning, taking place from January 13-17, 2025, in Orlando, Florida. Each year, this event offers an invaluable opportunity to connect with industry colleagues, exchange ideas, and stay informed about the latest issues and developments for planning effectively in an unpredictable world.
If you’re attending, we invite you to join us at our exclusive events and visit our exhibit booth to discover why South Dakota continues to lead as a top-tier U.S. trust jurisdiction.
Pre-Institute Golf & Reception – January 12, 2025
Kick off Heckerling 2025 with an afternoon of golf and an evening of networking at the Waldorf Astoria Golf Club, located at 14224 Bonnet Creek Resort Lane in Orlando. Sponsored by Bridgeford Trust Company, Nelson Mullins, and Madison Insurance Group, this pre-event gathering includes:
- Golf at the Rees Jones course: Tee-off begins at 12:30 PM.
- Cocktail Reception: Join us afterward at 4:30 PM for food, drinks, and conversation.
Not a golfer? No problem! You’re welcome to attend just the reception. Click here to RSVP.
Bridgeford’s Fireside Chat & Reception – January 14, 2025
Join us for a dynamic conversation, hors d’oeuvres, and drinks at our Fireside Chat & Reception as we explore topics inspired by the hit HBO series Succession, focusing on the critical role of protecting the next generation from themselves during these continued uncertain times.
Stop by anytime during the event to connect with advisors and thought leaders from across the country—but don’t miss the chance to be part of this important conversation!
- When: Tuesday, January 14 from 6:00-7:30 PM.
- Where: Crystal G1 on the convention floor at the Orlando World Center Marriott.
This lively exchange promises to spark insights into navigating uncertainty and shaping the future of the U.S. fiduciary industry. Come ready to share your thoughts and exchange ideas. Click here to RSVP.
Visit Bridgeford at Booth 400 – January 13-17, 2025
Stop by Exhibit Booth 400 to meet our team and learn why South Dakota is consistently ranked as one of the best trust jurisdictions in the United States. While visiting, you can:
- Explore modern trust law solutions around asset protection, privacy, and tax planning.
- Learn how Bridgeford is leading the way with an independent, personalized, and conflict-free approach as we are “Big Enough to Matter…Small Enough to Care.”
- Engage directly with our leadership team to exchange ideas.
Questions?
For more information about Bridgeford’s participation at Heckerling or to arrange a meeting with our team, please contact Melissa Roberson at mroberson@bridgefordtrust.com.
We look forward to seeing you in Orlando and making Heckerling 2025 another memorable and insightful event!
