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.
This presentation considered newly enacted progressive trust laws within the overall context of the vital importance of selecting proper trust jurisdiction in the wealth planning process. Concepts such as the community property trust, dynasty trust, directed trust, trust protector, family advisor, privacy, and trust taxation were discussed in detail, with a special focus on how these compelling modern trust planning tools have combined to render the United States both a worldwide tax and privacy haven for families across the nation.
Watch or listen to a recording of the presentation below.
Download the audio file as an MP3 (22 MB)
Click here to download
This free, one hour-long webinar took place on Wednesday, November 16 at 2:00 p.m. EST. One CPE credit was available for this one hour-long webinar. This program was a live webinar which offered attendees the opportunity to ask questions and interact with the presenters.