Bridgeford Trust Company is looking forward to being a sponsor at the 18th Annual International Estate Planning Institute, presented by the New York State Bar Association (NYSBA) and STEP New York. Taking place on March 30-31, 2023, both virtually and in person at Ease in NYC, this two-day Institute is a much-anticipated annual event at which trust and estate practitioners, bankers, and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component.

David Warren, Co-Founder and Chairman, will be attending this year’s Institute and would love to talk to you about how we may be able to collaborate to best serve the international community. If you are going to be there, be sure to stop by Bridgeford’s exhibit table or contact us so we can meet at one of the events or grab a drink or dinner together!

The Power of U.S. Trusts for International Families

The United States continues to be the jurisdiction of choice for international families because of powerful modern trust law planning tools available in top-tier jurisdictions such as South Dakota, including Foreign Grantor Trusts and Domestic Asset Protection Trusts as well as progressive privacy trust laws and tax planning opportunities. These are just a few of the unique planning solutions available under South Dakota law that are important for families across the globe to consider when selecting the best U.S. trust situs.

We encourage you to watch this webinar – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning. In it, our team examines worldwide factors for the historic movement of money into the U.S. and objectively compares the leading top-tier U.S. trust jurisdictions along with planning tools available to international families.

Private Placement Life Insurance

Through our sister company, Bridgeford International (a fully licensed insurance agency), our team is able to offer both domestic and international families sophisticated insurance planning solutions, including Private Placement Life Insurance (PPLI).

PPLI is a powerful wealth planning tool used to invest in a tax efficient manner and transfer wealth to future generations more effectively. Unlike traditional “retail” insurance, PPLI takes advantage of insurance rules to avoid income taxation on internal income and taxation on the proceeds at the death of the insured. By combining this insurance planning solution with South Dakota’s modern trust laws, our team can deliver significant tax savings, privacy, and asset protection to high-net worth individuals and families around the world.

We hope to see you in NYC! If you would like additional details about the event, you can visit the Institute website by clicking here.