Delivering Direction and Control

Delivering Direction and Control

Podcast by Bridgeford Trust Company

Episodes

August 16, 2022 39 min
In this episode, David Warren – Co-Founder/Chairman of the Board 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 s...
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In this episode, David Warren – Co-Founder/Chairman of the Board 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 info...
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In this episode, David Warren – Co-Founder/Chairman of the Board 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 Corpor...
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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. I...
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – 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 busines...
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - 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...
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – 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 plan...
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In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guests Nancy Golding - Global Chair of STEP – and Ceci Hassan - Chair of STEP Miami. 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 t...
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – 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 t...
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – 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 ...
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Christian Graham – Director of Relationship Management at GlobeTax – for a discussion on foreign tax recovery and the specialized services GlobeTax provides to enable all financial industry participants to benefit from the recovery of over-withheld taxes.
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In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.
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In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guests from Cresset Capital Management, Avy Stein - Founder and Co-Chairman - and Sarah Simon - Director, Wealth Strategist and Wealth Advisor – for a discussion around Cresset’s vision on reinventing wealth management, and, very much like Bridgeford, embracing a totally new wealth manage...
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In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest, William Blum - Partner and International Tax and Business Lawyer at Solomon Blum Heymann - for a discussion on his experience and expertise on the Virgin Islands as a tax haven and its asset protection capabilities, as well as the impact of CRS and FACTA. William also speaks on the...
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In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest, Gideon Rothschild - Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices - for an intriguing discussion on asset protection, including the debate among practitioners, domestic vs offshore asset protection, as well as the factors, issues and...
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In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest Marty Jackley - current Partner at Gunderson, Palmer, Nelson, and Ashmore, who has also served as South Dakota’s Attorney General, United States Attorney for South Dakota, and Chairman of the Nation’s Attorneys General. David and Marty’s discussion includes background on his work as...
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In this episode, David Warren - Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest Dr. Daniel Kim - Founder and President of Sweetwater Digital Asset Consulting, LLC - for an intriguing discussion on cryptocurrency, including the history of this asset class and how to identify a quality cryptocurrency project. This episode also includes Dr. Kim’s take on the resea...
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In this episode, David Warren - Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford - sits down with guest Jonathan Gopman - Partner and Chair of Akerman's Trusts and Estates Practice - for part 2 of our discussion focused on the international trust space including asset protection, cryptocurrency, privacy concerns, and more.
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In this episode, we sit down with guest Jonathan Gopman, Partner and Chair of Akerman's Trusts and Estates Practice, for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.
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In this episode, we sit down with guest William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies practice, for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.
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