Bridgeford Trust Company is participating in several events over the coming weeks. From coast to coast, we’ll be connecting with industry leaders and professionals at the NAEPC Advanced Estate Planning Strategies Conference, the STEP Miami Summit, and the Hawaii Tax Institute.
These conferences provide a great platform for meaningful discussions on critical issues including estate planning, regulatory changes, global market trends, and broader financial strategies. We look forward to engaging with our friends and making new connections. Keep reading for more details and reach out if you’d like to meet with our team during these events!
NAEPC Advanced Estate Planning Strategies Conference – October 20-22 in Anaheim, CA
Bridgeford Trust Company is proud to sponsor NAEPC’s 61st Annual Conference this year! This event offers estate planning professionals a unique opportunity to cultivate new multi-disciplinary relationships and collaborate on innovative ideas and trends.
David Warren, Co-Founder & Chairman, and Doug Mikkonen, Senior Vice President & Senior Trust Officer, will be attending so if you’re planning to be there, be sure to stop by booth #50 to meet with our team.
STEP Miami Summit – October 24-25 in Miami, FL
Bridgeford Trust Company will once again sponsor STEP Miami’s Annual Summit! Bridgeford has been a longstanding supporter of this prestigious event, where attendees not only stay up-to-date on the latest trends in international private client planning but also have the chance to network at various events.
David Warren and Mariano Marco, Global Managing Director of Bridgeford Global, will be attending. Stop by Bridgeford’s exhibit table to say hello and learn how we’re continuing to expand our presence in the international space, particularly Latin America, through our sister company, Bridgeford Global.
Hawaii Tax Institute – November 3-7 in Waikiki, HI
Bridgeford Trust Company is proud to return as a sponsor for the Hawaii Tax Institute’s 61st Annual Conference, one of the nation’s premier tax and wealth transfer conferences. Sponsored by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu, this event offers valuable insights from a distinguished faculty of experts.
David Warren and Chris Halverson, Managing Director of Bridgeford Advisors and Bridgeford Global, will be attending and look forward to meeting you at our exhibit table. We also invite you to join us at the can’t-miss Monday night reception at Coconut Grove, which Bridgeford is proud to sponsor. If you’re interested in attending, please contact us for a personal invitation.
David will also be presenting at two sessions during the week:
- Tuesday, November 5 (4-5pm): Panel discussion, “What’s a Trustee to Do: When the Interests of Beneficiaries and Settlors Collide,” exploring the rights of contingent beneficiaries, including access to information, accountings, and legal standing.
- Wednesday, November 6 (1:30-2:30pm): Co-presentation, “Trustees Duty to Notify and Related Issues,” highlighting key aspects of the trustee’s duty to notify, including key timelines and disclosures when a trust owns an entity.
For more information about these events or to arrange a meeting with our team, feel free to reach out via our contact page or call us at (605) 224-9189.
