Well-Settled Trusts in Unsettled Times: Insights from Industry Leaders

Bridgeford Trust Company, Morgan Lewis, and McKonly & Asbury are proud to partner together to bring this informative panel discussion and networking reception to Philadelphia. The event offers valuable insights from industry leaders and celebrates the recent expansion of Bridgeford's presence in the region with a new office under its sister company, Bridgeford Advisors.

As we approach the uncertainty of the upcoming election and its potential impact on U.S. tax law, along with ongoing geopolitical unrest, our panel – featuring David Warren from Bridgeford Trust Company, Christina Mesires Fournaris and Daniel Cooper from Morgan Lewis, and Michael Bonventure from McKonly & Asbury – will explore how well-settled trusts provide stability and protection during these unsettled times.

Key topics include innovative trust structures and strategies for optimizing tax planning, obtaining privacy in a transparent world, and asset protection – all achievable by simply selecting the proper trust jurisdiction.

Agenda:

• 4:30-5:00 PM: Guest Arrival & Networking
• 5:00–6:30 PM: Panel Discussion: Well-Settled Trusts in Unsettled Times
• 6:30–8:00 PM: Networking Reception

Don't miss this opportunity to gain valuable insights and connect with industry leaders. Register today!

Host or Publisher Bridgeford Trust Company