On November 15, 2022, Bridgeford Trust Company participated in a very timely and informative webinar hosted by Nelson Mullins to discuss Wealth Preservation Planning Strategies. The event was moderated by Richard Levin, Partner and Chair of Nelson Mullins FinTech and Regulation Practice, with speakers including: Jonathan Gopman, Nelson Mullins Partner and Wealth Preservation Attorney; David Warren, Co-Founder/Chairman of Bridgeford Trust Company; and Mark Sims, President/Director at Captive Alternatives.

The speakers offered insights and updates on a variety of topics in the wealth management and trust industry space and considered sophisticated and powerful modern trust law and insurance solutions around tax planningasset protection, and privacy and the vital importance of trust jurisdiction selection.

If you missed the webinar, we encourage you to watch the full presentation by clicking here (you can also view the slides here). And please reach out to us via our contact form or call us at (605) 224-9189 should you have any questions on the content that was presented; we’d be happy to discuss further!