Bridgeford Trust will be featured as a speaker for the May 17th STEP Southwest Florida meeting taking place in Naples. David A. Warren, President and CEO of Bridgeford Trust, will be speaking about the power of South Dakota’s modern trust laws and why that state has emerged as the jurisdiction of choice for international families and their advisors seeking a U.S. trust solution.
STEP is a global professional association for advisors specifically specializing in family inheritance and succession planning in the international space. STEP works to improve public understanding of issues facing international families, promote education, and strongly encourage very high professional standards among their members and practitioners. To learn more about STEP, click here.
David’s presentation at the May meeting will focus specifically on domestic asset protection, privacy, and powerful control mechanisms under South Dakota law such as the directed trust, trust protector, family advisor, and decanting that make South Dakota such a desirable U.S. trust jurisdiction for international families coming to the United States from around the world.
If you would like additional details about the event, or are interested in attending, please contact Bridgeford Trust via our contact page.