Bridgeford Trust Company recently teamed up with LumiQ – a podcast platform featuring engaging conversations with business leaders and providing verified CPE to professionals nationwide. The episode “Jurisdiction Matters! Tax Planning with Modern Trust Law” is now live on LumiQ and explores how choosing the right jurisdiction for your trust is more critical than ever for tax efficiency and legal protection.

In this episode, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, shares his expertise on the importance of trust jurisdiction selection in wealth management. He delves into case law, trust structures, and the top jurisdictions for setting up trusts.

Key topics include:

  • The significance of trust jurisdiction from a tax planning perspective.
  • Key court cases influencing trust law and taxation.
  • Various trust structures and their tax benefits.
  • The role of trust companies in managing trust jurisdictions.

Tune in to gain valuable insights and discover why trust jurisdiction selection matters now more than ever. Listen here to the episode on LumiQ. And if you’re new to LumiQ, be sure to take advantage of our free trial link to get 5 credits – perfect for catching this episode and exploring a few others!

For any questions about the topics discussed, don’t hesitate to reach out to us via our contact page or by calling (605) 224-9189.