Bridgeford Trust Company invites you to join us for this free one hour-long webinar on Wednesday, September 30th at 2pm EST.

The extreme uncertainty created by the ongoing COVID crisis and upcoming presidential election renders many large families and their advisors seeking certainty and stability relative to tax, privacy, and asset protection planning. Unquestionably, proper trust situs selection and the ability to avail themselves of powerful modern trust laws, while maintaining direction and control, is perhaps more important now than ever for domestic and international families.

During this webinar, David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will explore achieving certainty in an uncertain world through proper trust situs selection and the powerful capabilities and flexibility of modern U.S. trust law.

This webinar will:

  • Examine the importance of situs selection and explore comparison points, including a discussion on the importance of a state’s fiscal soundness coming through the COVID crisis and presidential election.
  • Explore the unregulated v. regulated trust company models, and why the regulated trust company is far superior during these uncertain and turbulent times.
  • Consider powerful federal and state tax planning and asset protection strategies using modern trust law that can deliver great certainty during uncertain times, and how to quickly implement before year end.
  • Examine planning tools such as the directed trust and trust protector concepts that deliver a great deal of control and direction to settlors of trust, beneficiaries, and their advisors over vital aspects of trust creation and administration.

One “Tax” CPE credit is available for this webinar and the CPE is sponsored and provided for by McKonly & Asbury. The level for this CPE is intermediate and there are no prerequisites for attending. This program is a live webinar which offers you the opportunity to ask questions and interact with the presenter.

We look forward to you joining us!