This webinar was originally produced on Wednesday, September 30, 2020. We hope that you enjoy the full recording of the presentation and additional resources offered below.
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, explored achieving certainty in an uncertain world through proper trust situs selection and the powerful capabilities and flexibility of modern U.S. trust law.
- Examined the importance of situs selection and explored comparison points, including a discussion on the importance of a state’s fiscal soundness coming through the COVID crisis and presidential election.
- Explored the unregulated v. regulated trust company models, and why the regulated trust company is far superior during these uncertain and turbulent times.
- Considered 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.
- Examined 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.
You can download a copy of the slides by clicking here.
If you have any questions regarding the material covered in this webinar, please contact us via our contact page.