Collaborate-2014---blog-iconBridgeford Trust Company is proud to be sponsoring McKonly & Asbury’s upcoming Collaborate 2014 Conference! This second annual conference showcases a variety of topics and speakers, including group sessions and breakout sessions for you to choose from, and it will take place on Wednesday, May 21 at the Hershey Lodge.

The conference features a keynote address you won’t want to miss focused on the state of the economy and tax legislation. This address will be delivered by alliantgroup’s experts, Dean Zerbe, former Senior Tax Counsel to the U.S. Senate Finance Committee, and Mark Everson, former IRS Commissioner.

President and CEO of Bridgeford Trust Company, David Warren, will be presenting a breakout session in the afternoon entitled “A Comprehensive Look at the Wealth Transfer, Protection, and Enhancement Benefits of a South Dakota Trust”. This session will walk through a case study which details the effective use of trusts in overall family wealth management. It will include a discussion on the specific asset protection, tax, and transfer objectives of the family depicted in this case study. It will also outline the common hurdles that families face in trust planning and how new developments in the trust world have allowed for even more effective planning strategies.

Other highlights of this conference include:

  • Sessions focusing on current issues that attendees face every day
  • A variety of topics including an economic outlook; legal, healthcare, tax and audit updates; and much more
  • 7 Continuing Professional Education Hours
  • Breakfast, lunch, and networking
  • Reception after the day’s sessions featuring food, drinks, and a drawing with the opportunity to win an iPad mini!

More information on the day’s events, including the full agenda, breakout choice options, speaker biographies, and registration information can be found at

Contact Melissa Roberson, Marketing Coordinator with McKonly & Asbury, with any questions by emailing or calling 717-972-5822.