Bridgeford Trust Company invites you to join us for a free one hour-long webinar discussing modern trust law and the evolving trust industry on Wednesday, December 6th at 2pm EST. This webinar, hosted by McKonly & Asbury, one of Pennsylvania’s leading accounting and business advisory services firms, offers further conversation on our Independent v. Institutionalized […]
Prior to January 1, 2023, California residents were able to avoid California taxation for any income earned by an incomplete non-grantor (ING) trust that was not distributed to them. An ING trust is an incomplete gift that never leaves the settlor’s estate, which means there is no gift tax, and it has a non-grantor status, […]
Bridgeford Trust Company is looking forward to being at various events all over the country this month, as we travel from Los Angeles to Nashville and then Miami! In addition to being a sponsor or speaker at these can’t miss events, we’d love to meet with our friends and colleagues in all of these areas! […]
Bridgeford Trust Company is looking forward to sponsoring the Hawaii Tax Institute’s 60th Annual Conference, taking place on November 5-9, 2023, at the Sheraton Waikiki. The conference, sponsored by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu, offers both in-person and livestream options and is one of the nation’s premier tax and wealth […]
Episode 34 is now available on Bridgeford Trust Company’s Delivering Direction and Control podcast series! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with returning guest, William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice. Bill concentrates his practice in the areas of wealth preservation, asset protection, and state and federal […]