Bridgeford in Central PA: Breakfast Presentation and Reception

25 South Queen Street,Lancaster PA 17603

18 May, 2022

Description

Join us for a breakfast reception and presentation entitled: The Power of Modern U.S. Trust Law and Private Placement Life Insurance. We invite you to join us for this breakfast reception and presentation as we consider asset protection, privacy, and compelling tax planning strategies achievable by simply selecting the proper trust jurisdiction. Agenda: 8:00-8:30am - Registration and Breakfast 8:30-9:30am - Presentation (pending CLE approval) 9:30-10:00am - Networking During the presentation, David A. Warren, JD (Co-Founder and Chairman of Bridgeford Trust Company) will explore: Compelling federal and state tax advantages, including the Dynasty Trust and Marital Trust, and ability to avoid state taxation on undistributed trust income – all achieved by simply placing trusts in a proper “top-tier” trust jurisdiction.Asset protection and privacy, and why the U.S. has emerged as the jurisdiction of choice to achieve both important objectives.Modern trust law concepts such as the directed trust, trust protector, family advisor, and decanting as well as their revolutionary impact on the trust industry – delivering more direction and control to families and their advisors than ever before.Compare and differentiate “top-tier” trust jurisdictions and analyze objective factors that render some trust jurisdictions better than others in the planning process.Private Placement Life Insurance and how – when used in conjunction with modern trust law concepts – it can deliver enhanced tax benefits, asset protection, privacy, and control to families and their advisors around the management of assets. Please RSVP by Monday, May 16.