With two events taking place just days apart in Southern California, June will be a busy and exciting month for the Bridgeford team! Given our growing presence in the state through Bridgeford Advisors’ Newport Beach office, we’re especially looking forward to engaging with the advisor community and continuing important conversations around strategic trust planning, the power of modern trust law, and choosing the best trust jurisdiction for domestic and international families.
STEP LA’s International Tax & Estate Planning Forum: June 5-6, 2025
Bridgeford Trust Company is proud to once again serve as headline sponsor and featured speaker at STEP LA’s 17th Annual International Tax & Estate Planning Forum. Taking place at the Terranea Resort in Rancho Palos Verdes, this event brings together leading national and international experts to explore the latest developments in international private client planning.
If you’re attending, be sure to connect with David Warren, Co-Founder and Chairman, and Doug Mikkonen, Senior Vice President and Senior Trust Officer. Visit them at our booth to learn more about how Bridgeford delivers conflict-free and innovative trust and fiduciary services as well as progressive U.S. modern trust law solutions to best serve the international community.
David will also be speaking on a panel on Thursday, June 5 at 2:00 p.m., alongside Jay Adkisson, Managing Partner at Adkission Pitet LLP. The panel, titled “Crossborder Fisticuffs – Domestic or Foreign Asset Protection,” will examine key asset protection strategies amid global instability, including whether to structure trusts in the U.S. or offshore. Topics will include considerations for selecting trust jurisdictions, structuring and funding trusts, and navigating legal and tax hurdles, all while providing meaningful asset protection benefits.
Orange County Business Journal’s Family-Owned Business Awards: June 12, 2025
The following week, we’re excited to sponsor the 2025 Family-Owned Business Awards, hosted by the Orange County Business Journal. This luncheon and awards program celebrates the achievements and community contributions of family-owned businesses throughout Orange County.
- Date: Thursday, June 12, 2025
- Time: 11:00 a.m. – 2:00 p.m.
- Location: Irvine Marriott (18000 Von Karman Ave., Irvine, CA 92612)
- Interested in attending with us? We will be hosting a table at the event and have a limited number of seats available. If you’d like to join us, please reach out.
For questions or to arrange a meeting during the course of these events, contact us at (605) 224-9189 or via our contact form. If you won’t be at either event, we invite you to connect with Bridgeford Advisors’ California office to schedule a meeting for another time!
