Bridgeford Trust is very pleased to be sponsoring Ave Maria School of Law’s 5th Annual Estate Planning Conference on April 27, 2018 in Naples, Florida. The Ave Maria School of Law Estate Planning Conference offers estate planning professionals a unique professional development and networking opportunity and includes lectures and panel discussions designed to examine current developments in estate planning and to strengthen the practitioner’s knowledge and application of estate planning techniques.

Given recent changes in the tax code, heightened concerns around asset protection and privacy, and the huge influx of international families coming to the Unites States, selecting the proper U.S. trust jurisdiction in the planning process is more important now than ever. Bridgeford Trust has produced an objective and well-researched chart comparing leading U.S. trust jurisdictions, with a particular emphasis on areas and planning nuances that distinguish South Dakota as the superior trust jurisdiction in the overall analysis.

Click here or on the image below to view the chart in PDF format.

Noting that Delaware, long considered to be a leading U.S. trust jurisdiction, is not keeping pace with other progressive U.S. trust jurisdictions, Trusts & Estates Magazine stated in its January 2018 edition that,

“While Delaware has been in the top 4 jurisdictions consistently for the past ten (10) years, we think that its asset protection laws still need to be strengthened for it to remain competitive.”

Alternatively, South Dakota has long been considered to be among the best trust jurisdictions in the nation because of its cutting edge laws around asset protection, dynasty and directed trusts, and privacy.

David A. Warren, Co-Founder, President, and CEO of Bridgeford Trust, will be attending the Ave Maria School of Law’s Annual Estate Planning Conference and if you are going to be there as well, we encourage you to visit Bridgeford Trust’s table and talk with us about how we may be able to collaborate.

For additional details about the conference and to register, click here.

We hope to see you there!