Bridgeford Trust Company is looking forward to being at various events all over the country this month, as we travel from Los Angeles to Nashville and then Miami! In addition to being a sponsor or speaker at these can’t miss events, we’d love to meet with our friends and colleagues in all of these areas! Read on for more details about our activity in November, and don’t hesitate to reach out if you’d like to schedule a time to meet at the events or in between as well!

STEP LA Asset Protection Program: November 14, 2023

STEP LA is hosting this in-person program – Asset Protection: Onshore or Offshore? – on Tuesday, November 14 from 12-1:30pm PDT at the office of Withers Bergman LLP (10250 Constellation Boulevard, Suite 1400, Los Angeles). Whether you’re a STEP LA member or just in the area, join us as David Warren, Co-Founder and Chairman of Bridgeford Trust Company, discusses the development, benefits, and planning considerations of using domestic asset protection planning while Craig Redler of the Law Offices of Craig S. Redler reviews the history, benefits, and considerations in using offshore asset protection planning.

In David’s view, for a myriad of reasons, the U.S. has emerged as an asset protection and privacy “haven” over offshore structures.  Mandatory international reporting regimes and powerful modern trust law in top-tier U.S. trust jurisdictions that bring great flexibility, direction, and control to families and their advisors, have rendered the U.S. as the trust jurisdiction of choice for many advisors and planners around the globe. Conversely, Craig believes that, depending on the circumstances, including the location and nature of the assets involved, establishing an offshore asset protection trust is often the optimal approach for obtaining stronger asset protection for a client’s wealth.

If you’re in the area, register for what promises to be a lively and informative debate of the relative merits of the two approaches!

2023 Nashville Bourbon Auction: November 16, 2023

Combining bourbon and music with the goal of raising money for charity, Bridgeford Trust Company is looking forward to sponsoring the 2023 Nashville Bourbon Auction. This event is the brainchild of Dan Weisman, Drew Holcomb, Mark Lombardi and Max Goldberg, with its inaugural event held in 2021, and we are so proud to help present the program again this year along with AllianceBernstein and Best Brands.

Now in its 3rd year, the Nashville Bourbon Auction has turned into one of the most special charity events in Nashville. This year, Buffalo Trace will be presenting their full Antique Collection at The Electric Jane with Jelly Roll as the special musical guest. The event also features a Live Auction that includes allocated whiskey, exclusive experiences, and even a barrel of one of Buffalo Trace’s award winning bourbons, with 100% of the proceeds going to charity. This year’s two benefiting organizations are Impact Youth Outreach (IYO), founded by one of the hosts Robert Sherrill and of which Jelly Roll served on the board, and the Country Music Hall of Fame.

David Warren will be attending, and is looking forward to catching up with friends and new faces at this exciting event for a great cause! If you’ll be there or are in the Nashville area and would like to connect with David, please reach out to us!

The 1841 Foundation’s 2023 Tax Annual Summit: November 16, 2023

In Miami, Bridgeford Trust Company will be sponsoring The 1841 Foundation’s 2023 Tax Annual Summit. The summit features a day full of insightful discussions from industry experts who will share their knowledge and expertise on the latest tax trends and strategies. Whether you’re a tax professional, business owner, or simply interested in staying up-to-date with tax regulations, this event offers innovative approaches to tax planning, gives attendees valuable insights into current tax laws, and lets you connect with like-minded individuals in the field.

If you are going to be attending this forum, we encourage you to visit our booth and talk with us about how we may be able to collaborate to best serve the international community. Chris Halverson – Managing Director of Bridgeford International and Senior Trust Officer at Bridgeford Trust Company – will be attending the event and would love to talk with you about U.S. modern trust law for global families as the U.S. continues to be the jurisdiction of choice for international families because of powerful planning tools including domestic asset protection trusts and foreign grantor 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 hope to see you there and if you’d like to connect with Chris, please contact us!