Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we will 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. Subscribe to receive notifications when new episodes are added.

Delivering Direction and Control – Episode 8

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.

Delivering Direction and Control – Episode 7

Guest: Dr. Daniel Kim, Founder and President of Sweetwater Digital Asset Consulting, LLC

In this episode, David Warren – Co-Founder/Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Dr. Daniel Kim – Founder and President of Sweetwater Digital Asset Consulting, LLC – for an intriguing discussion on cryptocurrency, including the history of this asset class and how to identify a quality cryptocurrency project. This episode also includes Dr. Kim’s take on the research and advisory services available that provide investors guidance in considering cryptocurrency exposure for their portfolios.

Delivering Direction and Control – Episode 6

Guest: Jonathan Gopman, Partner and Chair of Akerman’s Trusts and Estates Practice

In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Jonathan Gopman – Partner and Chair of Akerman’s Trusts and Estates Practice – for part 2 of our discussion focused on the international trust space including asset protection, cryptocurrency, privacy concerns, and more.

Delivering Direction and Control – Episode 5

Guest: Jonathan Gopman, Partner and Chair of Akerman’s Trusts and Estates Practice

In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Jonathan Gopman – Partner and Chair of Akerman’s Trusts and Estates Practice – for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.

Delivering Direction and Control – Episode 4

Guest: William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice

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 Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.

Delivering Direction and Control – Episode 3

Guest: William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice

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 Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. They also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on these and other tax planning strategies.

Delivering Direction and Control – Episode 2

Guest: Terry Prendergast, Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, South Dakota

In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Terry Prendergast – South Dakota trusts and estates and trust company attorney – for Part 2 of a discussion on what drives South Dakota’s position as a top tier jurisdiction. David and Terry continue their discussion on modern trust law and how it has revolutionized the trust industry, including a focus on privacy and asset protection as well as aspects of South Dakota law that are unique to South Dakota.

Delivering Direction and Control – Episode 1

Guest: Terry Prendergast, Of Counsel at Davenport, Evans, Hurwitz & Smith, LLP in Sioux Falls, South Dakota

In this episode, David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest Terry Prendergast – South Dakota trusts and estates and trust company attorney – to discuss what drives South Dakota’s position as a top tier jurisdiction. David and Terry take a look at aspects of modern trust law and how they have revolutionized the trust industry, including a focus on decanting and how trusts are modernized.

“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.”