In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Tate Johnson – President & Chief Operating Officer at Brook-Hollow – to discuss the evolution of Brook-Hollow and their creative and industry leading tax planning and deferral programs for mass tort and plaintiff’s attorneys who receive large contingent legal fee payments.

As they discuss this unique planning solution, David and Tate explore Bridgeford’s partnership with Brook-Hollow and how the work we do together allows for powerful South Dakota modern trust law concepts, such as asset protection, foreign grantor trusts, directed trusts, and privacy, to be integrated into the planning process, resulting in an even more compelling and sophisticated solution for these attorneys.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is back with guest, Joseph Kellogg – Partner & Head of Wealth Planning at WE Family Offices – for part 2 of their discussion on international wealth planning, including more technical issues around information disclosure under CRS, FATCA, and the Corporate Transparency Act. In addition, David and Joe discuss data leaks and how to keep information safe, including Know Your Customer procedures. They conclude with the question of jurisdiction selection and the often-evolving definition of what a family office is.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Joseph Kellogg – Partner & Head of Wealth Planning at WE Family Offices – to discuss his take on the evolution of the fiduciary industry and how the U.S. became a jurisdiction of choice. They go on to talk about mandatory information disclosure requirements, including the distinctions between CRS, FATCA, and the Corporate Transparency Act, and the impact of these for those in the international space.

Understanding the impact and vital importance of true and accurate information regarding the recent release of the Pandora Papers, Bridgeford Trust Company – in an effort to tell the rest of the story and clarify the facts – organized and produced this very timely and informational podcast with Terry Prendergast, one of South Dakota’s leading and most prolific trusts and estates and trust company attorneys with Davenport Evans.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Terry for a discussion that cuts through the untruths and hyperbole disseminated by both the Pandora Papers publication and media coverage regarding the South Dakota trust industry.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Jeana Goosmann – Attorney, CEO, Founder and Managing Partner of Goosmann Law Firm – for a discussion on Jeana’s role as “The CEO’s Attorney.” Jeana’s legal business and litigation experience guide CEOs through their most important legal matters, helping them make the wisest business decisions the law can offer, making her legal advice sought after by the most successful CEOs.

David and Jeana go on to discuss their common passion for South Dakota law, the power and stability of that state’s unique trust laws, and the importance of international expertise in South Dakota. As they conclude, it’s easy to hear their shared entrepreneurial spirit as they offer thoughts on the desire to help South Dakota stay on top of issues that are at the forefront of the industry, and in turn, assisting clients across the country and around the world as the industry navigates new matters that didn’t exist years ago.

Adding to Jeana’s accomplishments, she is also an author and frequent speaker. Be sure to check out her book, "Worth It: Business Leaders: Ready. Execute. Deliver." and visit her website (https://goosmannlaw.com/attorneys/jeana-l-goosmann/) to learn more about Goosmann Law Firm and to listen to her podcast, Law Talk with the Flock.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company - announces the creation and launch of Bridgeford International, a sister company operating globally to promote the power of U.S. modern trust law and sophisticated planning solutions for international families.

David also introduces Helmer Arizmendy who has joined the Bridgeford Team to lead Bridgeford International as President focusing on Bridgeford’s worldwide expansion, with a focus on Latin American(LATAM) countries.

Listen in as David and Helmer discuss our expansion, Helmer's role, and the launch of Bridgeford International.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Dr. Thomas Dieters – President of Charitable Gift America (CGA) – for a detailed discussion on philanthropic planning, including the complexities and challenges people face, and how CGA’s services and partnership with Bridgeford Trust Company has simplified this elite level of planning.

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company – sits down with guests Nancy Golding - Global Chair of STEP – and Ceci Hassan - Chair of STEP Miami (positions held at the time of the recording). During this discussion, we learn more about STEP and STEP Miami and their great success in inspiring confidence in families planning for their futures. David, Nancy, and Ceci go on to discuss global hot topics and the future vision for STEP, both globally and in the U.S.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Ann Zuraw – President of Zuraw Financial Advisors – for a discussion on her background and how it has shaped her firm’s investment strategy, values and commitment to serving and empowering women to take active roles in their own financial future. David and Ann also discuss modern trust laws and the unique advantages that South Dakota trusts present in terms of security and privacy as well as taxation and overall flexibility.

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Martín Litwak – Founder and CEO of Untitled. Martín is a lawyer, entrepreneur, author, speaker and experienced subject matter expert and this episode explores his work with international families and wealth structuring, wealth preservation, and fund structuring. Martín is also CEO of Smart Structuring, a blockchain interface that allows trustees to save and manage trusts in a secure, perpetual and transparent way and this episode discusses this intriguing solution to privacy concerns in the trust industry.