Recently, Bridgeford Trust Company was invited to speak at a virtual event hosted by the National Association of Insurance and Financial Advisors (NAIFA) entitled “Performance + Purpose: Redefine the Lines.”
David Warren – Co-Founder and Chairman of Bridgeford Trust Company – walked attendees through powerful modern trust law planning tools, only available in a handful of states, that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and the trust protector concept. David went on to discuss “top tier” trust jurisdictions and objectively compared these jurisdictions in the context of selecting the best U.S. trust jurisdiction in the planning process.
You can view the full presentation below or on our YouTube channel.
If you have any questions on David’s presentation, or would like more information on South Dakota’s modern trust laws, we’d love to hear from you. Please call us at (605) 224-9189 or contact us.
