Wealth Management

Bridgeford Trust Webinar – Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?

Bridgeford Trust is pleased to announce our upcoming webinar entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?”  This webinar will take place on Wednesday, April 19, 2017 at 2 PM EST. This webinar will be hosted by David Warren, President and CEO of Bridgeford Trust. The webinar will examine modern trust laws in the context of […]

Bridgeford Trust Company and Directed Trusts Featured in Worth Magazine

Directed Trusts, only available in a handful of states across the country including South Dakota, continue to drastically change the trust world through unbundling asset management and trust administration functions, putting control back into the hands of settlors, beneficiaries, and their advisors. Through bifurcating liability, the directed trust model creates a legal framework allowing trustees […]

South Dakota’s Decanting Statute is ranked for the Fourth Time as Best in the Nation

South Dakota is once again ranked, for the fourth consecutive year, as having the top decanting statute in the nation! Published by Nevada attorney Steve Oshins, the new 4th Annual Trust Decanting State Rankings Chart is an excellent resource for advisors and clients because of his methodical and objective approach to evaluating the factors that impact […]

Ranking Domestic Asset Protection Statutes; South Dakota ranked in the Top Tier, Delaware and Alaska Considered Second Tier

Domestic Asset Protection Trusts, available only in a small number of states, are a formidable planning strategy that legally shields assets from third party liability (including spouses in a divorce proceeding) and law suits while permitting settlors (the person establishing the trust) to retain some control over the trust assets and enjoy a discretionary benefit […]

Webinar Recap – “Emerging and Dynamic Trust Laws: A New Wealth Management Paradigm”

This webinar entitled “Emerging and Dynamic Trust Laws: A New Wealth Management Paradigm” was originally produced on Wednesday, November 16, 2016. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by Bridgeford Trust Company President and CEO, David Warren, and Executive Vice President Jessica Beavers. […]

The South Dakota Dynasty Trust

South Dakota was the first state in the nation to abolish the Rule Against Perpetuities in 1983, clearing the way for the creation of the Dynasty Trust. A Dynasty Trust, not available in all states, is a powerful planning tool that essentially allows a trust to live in perpetuity (forever), therefore never subjecting the assets […]

South Dakota is Top U.S. Trust Jurisdiction for Dynasty Trusts for 5th Consecutive Year

For the 5th consecutive year, South Dakota is again ranked as being the top Dynasty Trust state in the nation while Delaware, long considered a top tier trust jurisdiction, slips to the 7th position. A Dynasty Trust, not available in all states, is a powerful planning tool that essentially allows a trust to live in perpetuity (forever), […]

November Webinar – Emerging and Dynamic Trust Laws: A New Wealth Management Paradigm

McKonly & Asbury is pleased to announce our next webinar entitled “Emerging and Dynamic Trust Laws: A New Wealth Management Paradigm.”  This webinar will take place on Wednesday, November 16, 2016. This webinar will be hosted by Bridgeford Trust Company President and CEO, David Warren, and Executive Vice President Jessica Beavers. This presentation will consider newly […]

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