Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.
As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.
Start listening to our podcast series – Delivering Direction and Control – today. You can listen below or on SoundCloud, iTunes, Spotify, Google Play, and iHeartRadio. You can also subscribe to our blog to receive notifications when new episodes are added.
Guest: Jamie Vrijhof-Droese, Managing Partner at WHVP
In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.
Guests: Avy Stein, Founder and Co-Chairman, and Sarah Simon, Director, Wealth Strategist and Wealth Advisor, from Cresset Capital Management
In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guests from Cresset Capital Management, Avy Stein – Founder and Co-Chairman – and Sarah Simon – Director, Wealth Strategist and Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth management paradigm. This episode also explores how Cresset leads with planning and surrounds clients with a full team to serve them and offer big ideas such as South Dakota’s trust capabilities in terms of tax planning, asset protection, and modern trust laws.
Guest: William Blum, Partner and International Tax and Business Lawyer at Solomon Blum Heymann
In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest William Blum – Partner and International Tax and Business Lawyer at Solomon Blum Heymann – for a discussion on his experience and expertise on the Virgin Islands as a tax haven and its asset protection capabilities, as well as the impact of CRS and FACTA. William also speaks on the influx of international families coming to America and how it has impacted his practice.
Guest: Gideon Rothschild, Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices
In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Gideon Rothschild – Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices. Listen in for an intriguing discussion on asset protection, including the debate among practitioners, domestic vs offshore asset protection, as well as the factors, issues and planning strategies available to international families in the United States.
Guest: Marty Jackley, Partner at Gunderson, Palmer, Nelson, and Ashmore and former South Dakota Attorney General
In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Marty Jackley – current Partner at Gunderson, Palmer, Nelson, and Ashmore, who has also served as South Dakota’s Attorney General, United States Attorney for South Dakota, and Chairman of the Nation’s Attorneys General. David and Marty’s discussion includes background on his work as a prosecutor, Marty’s campaign for Governor of South Dakota, as well as his Supreme Court Practice with Wayfair and work on the Kaestner case.
“The materials and the presentations in these podcasts are intended to stimulate thought and discussion and to provide those listening to the podcasts with useful ideas and guidance in the areas of estate planning and administration. The materials and the comments made by the presenters during the podcasts or otherwise do not constitute and should not be treated as legal advice regarding the use of any particular estate planning or other technique, device or suggestion or any of the tax or other consequences associated with them. Although we have made every effort to ensure the accuracy of these materials and the podcast presentations, neither Bridgeford Trust Company or the speakers assume any responsibility for any individual’s reliance on the written or oral information presented in association with the podcasts. Each podcast listener should verify independently all statements made in association with the podcasts before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique, or suggestion before recommending the same to a client or implementing the same on a client’s or his or her own behalf.”
Delivering Direction and Control Podcast Series – Episode 12 with Jamie Vrijhof-DroeseOctober 9, 2020 - 9:53 AM
Webinar Recap – Finding Certainty in Uncertain Times: The Power of Modern U.S. Trust Law and Trust Situs SelectionOctober 6, 2020 - 10:19 AMDelivering Direction and Control Podcast Series – Episode 11 with Cresset Capital ManagementOctober 2, 2020 - 2:29 PM
