Bridgeford Trust Company is proud and honored to announce that we have again been named a finalist by WealthManagement.com for their 2020 Industry Awards. WealthManagement.com, considered the leading resource for wealth advisors and planners, produces the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. […]
Selecting the proper U.S. trust jurisdiction in the planning process is perhaps more important now than ever as the nation and world navigates the COVID-19 crisis and soon emerges into a new “normal” socially, politically, and economically. Undoubtedly, the nation and world will recover, heal, and be stronger than ever because of the sheer power, […]
Episode 10 is now available on Bridgeford Trust Company’s Delivering Direction and Control Podcast Series! Head on over to our podcast page at bridgefordtrust.com/podcasts to hear the latest episode! Episode 10 features David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – and guest, William Blum – Partner and International Tax and Business Lawyer at Solomon Blum […]
Unlike traditional trusts, the South Dakota Purpose Trust, considered the most flexible in the nation, is a type of trust which has no beneficiaries. A Purpose Trust can be established to hold and protect assets for a specific purpose and not for the benefit of beneficiaries. Similar to a charitable remainder trust which exists to […]
This webinar entitled “Modern Trust Law: Delivering Direction and Control in Unprecedented Times” was originally produced on Thursday, April 9, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below. Modern trust laws, including directed trust, trust protector, and the newly created family advisor, have revolutionized the trust […]