Bridgeford Trust Company is excited to again be sponsoring STEP LatAm’s annual conference taking place on September 22-23, 2022 in Panama. This year’s sold-out conference features cutting edge presentations and discussion related to the planning, structuring, and management of wealth in Latin America and brings together renowned lawyers and banking, trust, and accounting professionals from around the world.
David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – and Helmer W. Arizmendy – President of Bridgeford International – will be attending this year’s conference. If you are going to be there, be sure to stop by Bridgeford’s exhibit table, or contact us so we can be sure to connect at one of the events or grab a drink or dinner together!
The Power of U.S. Trusts for International Families
The United States continues to be the jurisdiction of choice for international families because of powerful modern trust law planning tools available in top-tier jurisdictions such as South Dakota, including Foreign Grantor Trusts and Domestic Asset Protection Trusts as well as progressive privacy trust laws and tax planning opportunities. These are just a few of the unique planning solutions available under South Dakota law that are important for families across the globe to consider when selecting the best U.S. trust situs.
We encourage you to watch this webinar – The U.S. as the International Trust Jurisdiction of Choice for Privacy, Asset Protection, and Tax Planning. In it, our team examines worldwide factors for the historic movement of money into the U.S. and objectively compares the leading top-tier U.S. trust jurisdictions along with planning tools available to international families.
Sophisticated Insurance Planning Solutions
Through our recently launched company, Bridgeford International (a fully licensed insurance agency), our team is able to offer both domestic and international families sophisticated insurance planning solutions, including Private Placement Life Insurance (PPLI).
PPLI is a powerful wealth planning tool used to invest in a tax efficient manner and transfer wealth to future generations more effectively. Unlike traditional “retail” insurance, PPLI takes advantage of insurance rules to avoid income taxation on internal income and taxation on the proceeds at the death of the insured. By combining this insurance planning solution with South Dakota’s modern trust laws, our team can deliver significant tax savings, privacy, and asset protection to high-net worth individuals and families around the world.
We hope to see you in Panama! If have any questions about our time at the conference or any of the topics discussed above, be sure to reach out to us at (605) 224-9189 or via our contact form.