Bridgeford Trust is excited to be sponsoring the 9th Annual Institute on Tax, Estate Planning and the World Economy, presented by STEP Orange County. Taking place on February 3rd and 4th in Newport Beach, CA, this much anticipated conference presents the latest issues for U.S. and 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 conference 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.

STEP is a global professional association for advisors specifically specializing in family inheritance and succession planning in the international space. STEP works to improve public understanding of issues facing international families, promote education, and strongly encourage very high professional standards among their members and practitioners. To learn more about STEP, click here.

If you would like additional details about the event, visit the conference website at

In case you missed it…

Join Bridgeford Trust Company, along with Venable LLP and Coastal Bridge Advisors, after the STEP OC conference for a very timely and highly informative multidisciplinary presentation with advisors and professionals, all of whom routinely advise families on powerful state tax planning strategies. Our presenters will examine the evolution of case law and tax regulation, with a specific focus on practical and applicable information on compelling state tax planning concepts that participants can include in overall wealth planning.

This presentation will be available on the following dates and in the following locations. Click on the links below to register today!

Wednesday, February 5 – Los Angeles, CA

Venable’s office at 2049 Century Park East, Suite 2300, Los Angeles, CA 90067

Thursday, February 6 – San Francisco, CA

Venable’s office at 101 California Street, Suite 3800, San Francisco, CA 94111

The events will begin at 5:00 p.m. The presentation (approved for CLE and CPE) will take place from 5:30 p.m. to 7:00 p.m., and a networking reception will follow until 8:00 p.m. Contact us via our contact page with any questions. We look forward to seeing you in California!