Bridgeford Trust Company

06/04/2026

We’re excited to welcome this year’s summer interns to the Bridgeford team! We’re joined by three Trust Administration Interns and one Marketing Intern, each bringing unique skills and perspectives to the firm.

• Landon Bertram – University of South Dakota
• John Knickrehm – University of Sioux Falls
• Lindsey Krause – University of South Dakota
• Deirdre Witt – Temple University

We look forward to supporting their growth and seeing all they accomplish during their time with us!

06/02/2026

Bridgeford’s team is in Rancho Palos Verdes for STEP LA’s 18th Annual International Tax & Estate Planning Forum, where David Warren joined Joan Crain (J Crain Consulting) and Susan Rounds (Deutsche Bank) for a discussion on family governance and the role it plays in preserving wealth and harmony across generations. Sydney Warren also connected with advisors on key topics impacting international families.

Thank you to STEP LA for another outstanding event. We enjoyed being part of the discussions and insights shared throughout the program!

05/27/2026

Bridgeford’s team will be across both Southern and Northern California over the next few weeks for two upcoming events this June.

📍 June 1-2: STEP LA’s International Tax & Estate Planning Forum
📍 June 12: San Francisco EPC Summer Symposium & Social

As a featured speaker at both events, David Warren will join industry panel discussions focused on international planning, family governance, modern trust law, and the evolving estate planning landscape. Additional Bridgeford team members will also be attending, and we look forward to connecting with attendees throughout the events!

Join Bridgeford Trust Company at upcoming California events discussing international estate planning, trust situs selection, and family governance.

05/26/2026

Bridgeford was honored to return as the headline sponsor of Procopio’s Latin American Family Office Forum in San Diego last week.

As part of the forum, Sydney Warren and Ozzy Martinez joined Mario Esquivel Perpuli of INVEX for a discussion focused on cross-border asset protection strategies, privacy considerations, and the complexities families face when navigating wealth across multiple jurisdictions.

The event brought together professionals from around the world for valuable conversations surrounding international families and networking opportunities, including a Padres game at Petco Park!

05/15/2026

Bridgeford was proud to sponsor the TTN Transnational Taxation Network 2026 Americas Conference in Mexico City.

David Warren joined the lineup of speakers for a discussion on cross-border trust planning, tax considerations, privacy, and the role modern trust laws play in international trust planning.

Thank you to the organizers and attendees for a great event and thoughtful conversations throughout the day!

05/13/2026

Attorney and Asset Protection Expert, Josh Bennett joins David Warren on the latest episode of our Delivering Direction & Control podcast to discuss the evolving world of asset protection planning.

Together, they explore domestic and offshore asset protection strategies, Directed Trusts, Trust Protectors, privacy considerations, and how top-tier jurisdictions such as South Dakota continue to expand planning opportunities.

🎧 Listen: https://bridgefordtrust.com/podcast/episode-58-the-evolution-of-asset-protection-planning/
🎥 Watch: https://youtu.be/7QgEW01nbgg?si=UeyWzF0pWvK3BB0u

04/30/2026

A new episode of our Delivering Direction & Control podcast is now live! David Warren is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C. to discuss the evolving role of trust and estate planning in a rapidly changing world.

They explore key considerations for families and business owners, including asset protection, privacy, immigration, and cross-border planning, while emphasizing collaboration, education, and leading with solutions as clients navigate uncertainty and increasingly complex planning considerations.

🎧 Listen: https://bridgefordtrust.com/podcast/episode-57-a-modern-approach-to-trust-and-estate-planning/
🎥 Watch: https://youtu.be/lUyLSZi1IPk

04/24/2026

Bridgeford’s team is in Coral Gables today for the International Private Client Conference: Miami Global 2026.

We’re proud to sponsor this year’s conference and spend time connecting with professionals across the international private client community, discussing how modern U.S. trust laws, particularly in the areas of asset protection, privacy, and trust taxation, continue to play a meaningful role in cross-border planning.

04/07/2026

Bridgeford Trust Company recently sponsored a private breakfast in New York City, hosted by Trusted Advisor.

The morning brought together a great group for thoughtful discussion, as David Warren and Doug Mikkonen shared insights on asset protection strategies and privacy planning under U.S. trust law.

Thank you to everyone who joined us; it was a great opportunity to connect!

03/31/2026

Last week, Bridgeford Trust Company hosted "Bubbles by the Boats" alongside Affinity Group during the Palm Beach International Boat Show.

It was a wonderful evening that brought together a great group of colleagues and friends.

Thank you to everyone who joined us. We enjoyed the opportunity to connect and look forward to continuing the conversation!