Bridgeford 2015 Webinar - SquareBridgeford Trust Company will partner with McKonly & Asbury as a featured guest on their upcoming November webinar entitled “Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs”.  The webinar will take place on Thursday, November 19, 2015.

This webinar will be hosted by David Warren, President and CEO of Bridgeford Trust Company, and will examine the progressive trust jurisdictions that allow trusts to “live in perpetuity” and that do not tax trusts at the state level. These progressive trusts present compelling tax planning opportunities for clients, underscoring the vital importance of considering alternative trust jurisdictions in the wealth planning process.

This webinar will focus on taxation of trusts among the states and discuss a developing trend in the case law that supports the fact that “resident trusts”, trusts established in a jurisdiction that does not tax retained income in trust,  can no longer be taxed by the home state (the state where settlor or beneficiaries reside) and,  to do so, violates the Commerce Clause of the United States Constitution.   In light of this trend, and recent Private Letter Rulings issued by the IRS, specific planning strategies will be discussed and analyzed.

During the presentation attendees can expect to learn the following:

  • Obtain an understanding of tax planning opportunities in the trust space
  • Examine a developing case law around tax issues relating to trusts
  • Obtain a clear understanding of the importance of selecting proper trust jurisdiction

Additional Details

Thursday, November 19 at 2 PM

Register Now


This free, hour-long webinar will take place on Thursday, November 19 at 2:00 p.m. EST. Free CPE credits are available. This program is a live webinar which offers you the opportunity to ask questions and interact with the presenters. There is no quiz and no exam. This webinar will qualify as live CPE and is not considered self-study. No prerequisites are necessary for this webinar and the program level is basic / introductory. We look forward to you joining us for this webinar! Remember to subscribe to our newsletter and social networks to stay up to date on all upcoming events!