Bridgeford Trust will partner with Newton One as a featured guest on their upcoming webinar entitled “U.S. Trust Laws: Coming to America” on August 22nd. Newton One specializes in providing financial services to individuals, families, closely and publicly held businesses, their owners, executive teams, and professional service providers to help them accomplish a variety of wealth accumulation, preservation and distribution objectives. Stephen Target, Partner with Newton One, and David Warren, Co-Founder, President and CEO of Bridgeford Trust, will come together to discuss Emerging and Dynamic U.S. Trust Law, pertaining to international families and assets coming to America.
The United States has recently emerged as a leading trust jurisdiction for international families for a myriad of reasons. This webinar will consider the various factors driving international wealth into the United States and examine planning opportunities around working with international families. The discussion will highlight:
- Factors considered when comparing top tier U.S. trust jurisdictions
- ‘Common Reporting Standards’ (CRS): Secrecy v. Privacy
- Foreign grantor trusts
- Applicability of ‘private placement life insurance’ as a powerful planning tool used in conjunction with U.S. trust planning