Bridgeford Trust Company, Janney, and The Law Office of Matthew Kelly invite you to join us to discuss Modern Trust Laws and how they are revolutionizing the trust industry.

Date: Wednesday, March 20, 2019

Time: Enjoy a great time of food, spirits, and networking from 4:00pm – 6:30pm. The presentation, which provides CLE and CPE credit, will take place from 4:30pm – 5:30pm.

Location: Lancaster Country Club at 1466 New Holland Pike, Lancaster, PA, 17601

Presentation: Modern Trust Laws: Revolutionizing the Trust Industry

Modern trust laws, including directed trust, trust protector, and the newly created family advisor, have revolutionized the trust industry in the United States. During this presentation, David Warren, Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford Advisors along with Matthew Kelly, Esq. with Spruce Law, will highlight how these modern progressive trust laws, found only in a handful of states including South Dakota, have drastically changed how trusts are created and administered, delivering far more control and direction to settlors of trusts, beneficiaries, and their advisors than ever before.

Please RSVP by clicking here. We look forward to seeing you there!

*One “Other” CPE credit is provided by sponsor, McKonly & Asbury. The level of the CPE is intermediate and there are no prerequisites.
*One CLE credit is provided by the PA CLE Board.