Bridgeford Trust is excited to be sponsoring the STEP International Tax & Estate Planning Forum: Around the Globe in 2019, presented by STEP Los Angeles. Taking place on Thursday, May 9th and Friday, May 10th in Laguna Beach, CA, this much anticipated event presents the latest issues for international private client planning.

For a myriad of reasons, including asset protection and privacy, international families from around the world are seeking U.S. trust solutions, and looking specifically to South Dakota because of its leading and progressive modern trust laws. Below are links to educational pieces that may be of interest to advisors working in the international space with clients interested in a U.S. trust solution.

Foreign Grantor Trust

Common Reporting Standard

Our team will be attending the forum and if you are going to be there as well, we encourage you to visit Bridgeford Trust’s exhibit booth and talk with us about how we may be able to collaborate to best serve the international community.

We hope to see you there!