For more than a decade, South Dakota has been recognized as the leading jurisdiction for Dynasty Trusts—and that distinction remains unchanged in the most recent 2025 Dynasty Trust Rankings published by Nevada attorney, Steve Oshins. Understanding the vital importance of selecting the proper trust situs in the planning process, Oshins produces these annual ranking charts […]
Bridgeford Trust Company is proud to announce that we have been named “Best Fiduciary/Trustee Service” at the 2025 Private Asset Management (PAM) Awards! For more than two decades, the PAM Awards have celebrated the “best of the best” in private wealth management, recognizing the achievements of top-performing industry professionals, wealth advisors, legal firms, consultants, and […]
Bridgeford Trust Company is proud to once again be the title sponsor of STEP Orange County’s 13th Annual Institute on Tax, Estate Planning, and the World Economy, taking place on February 11-12, 2025, at the Balboa Bay Club in Newport Beach, California. This conference brings together experts and professionals from around the globe to dive […]
Episode 46 is available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! Don’t forget, you can now also watch new episodes on our YouTube channel, offering a dynamic way to experience the engaging discussions. In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – talks with Ralph Adamo – President & CEO of Integrity […]
In yet another turn of events regarding the Corporate Transparency Act (CTA), on January 23, 2025, the U.S. Supreme Court removed the stay and effectively eliminated the nationwide injunction on the CTA, allowing the government to reinstate enforcement of the CTA and its Beneficial Ownership Information (BOI) reporting requirements. As of January 24, 2025, FinCEN […]