David Warren of Bridgeford Trust Company Speaks on “Utilizing Trusts in Your Wealth Planning Efforts”

David Warren, President and CEO of Bridgeford Trust Company teamed up with Dan Matarrese, Manager of McKonly & Asbury LLP for a webinar entitled Trust Us – Utilizing Trusts in Your Wealth Planning Efforts!

David discussed trust planning, scenarios where trusts can and should be used, various types of trusts, and even some specifics regarding the formation of trusts.

For more information on this topic or to submit a question for David, use our contact page at https://www.bridgefordtrust.com/contact.

Watch a recording of the presentation below.

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Watch online at http://youtu.be/AUG6t5PZ628

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