Bridgeford Trust Company

08/28/2026

A new episode of our Delivering Direction & Control podcast is now available! In it, David Warren sits down with Skyler Wanberg, Executive VP, Legacy Funding at Leverage Capital Partners, to compare traditional premium financing with an alternative model that uses existing assets and customized funding structures to fund large life insurance policies.

Through examples involving professional athletes, business owners, and multigenerational families, they explore how these strategies may support estate tax planning, tax-advantaged income planning, and long-term wealth preservation.

🎧 Listen: https://bridgefordtrust.com/podcast-episode-61-leveraging-capital-rethinking-premium-financing-legacy-planning-skyler-wanberg/
🎥 Watch: https://youtu.be/YLco8s3FBgM?si=XrBqVG9pd2hKU4Mm

08/27/2026

Bridgeford is in Santa Clara for the 22nd Annual Jerry A. Kasner Estate Planning Symposium!

David Warren and Sydney Warren are representing Bridgeford throughout the two-day symposium and enjoying the opportunity to connect with fellow estate planning professionals.

If you’re attending, be sure to stop by the Bridgeford booth to say hello and meet our team!

08/24/2026

We are looking forward to the 22nd Annual Jerry A. Kasner Estate Planning Symposium later this week in Santa Clara, California!

As a sponsor and exhibitor, David Warren and Sydney Warren will be representing Bridgeford throughout the event and look forward to connecting with attendees.

If you’ll be attending, stop by our booth to learn how Bridgeford’s independent, conflict-free approach and South Dakota’s progressive trust laws can support sophisticated planning for families and their advisors.

08/21/2026

We’re proud to share that David Warren, Bridgeford’s Co-Founder and Chairman, has been named a 2026 Miami Titan 100 Honoree: https://bridgefordtrust.com/david-warren-named-2026-miami-titan-100-honoree/

The Titan 100 recognizes Miami’s top CEOs and C-level executives who demonstrate exceptional leadership, vision, and passion within their organizations, industries, and communities.

This honor comes as Bridgeford continues to strengthen its presence in Miami and throughout Florida, building on its commitment to independent, conflict-free trust administration and collaboration with families and their advisors.

Congratulations to David and all of the 2026 Miami Titan 100 honorees! We look forward to celebrating in November. 🎉

08/20/2026

Bridgeford is in Chicago this week for the Pinnacle Study Group, where our Co-Founder & Chairman, David Warren presented “Modern Trust Laws: Delivering Direction & Control” to business and personal financial planners from across the country.

David explored how progressive trust laws have transformed trust planning, highlighting Dynasty Trusts, Asset Protection Trusts, Directed Trusts, privacy trust laws, and other modern tools—as well as the importance of selecting the right trust jurisdiction to achieve planning objectives.

Interested in learning more about these trust planning strategies or receiving a copy of David’s presentation? Reach out to our team to continue the conversation: https://bridgefordtrust.com/contact/

08/14/2026

Bridgeford’s team will be participating in two upcoming industry events this August!

📍 August 19–21: Pinnacle Study Group – Chicago
📍 August 27–28: Jerry A. Kasner Estate Planning Symposium – Santa Clara

We look forward to connecting with friends, colleagues, and industry professionals throughout the month. In Chicago, David Warren will speak on Modern Trust Laws and how they can provide greater direction, control, and flexibility in trust planning. Later this month, David and Sydney Warren will be in Santa Clara representing Bridgeford at the Kasner Estate Planning Symposium.

If you’ll be attending either event, we’d love to connect!

Learn more:

Bridgeford Trust Company will speak, sponsor, and exhibit at August 2026 industry events in Chicago and Santa Clara focused on trust and estate planning.

08/05/2026

Trust planning has evolved far beyond traditional trust concepts.

From Directed Trusts and Trust Protectors to Decanting, Domestic Asset Protection Trusts, and Privacy Trust Laws, today's modern trust laws provide families and their advisors with greater direction, control, and flexibility than ever before.

In our latest blog, we explore how South Dakota's modern trust laws are transforming trust planning and why jurisdiction selection has become one of the most important decisions when creating a trust: https://bridgefordtrust.com/south-dakota-modern-trust-laws-direction-control-and-flexibility/

07/30/2026

Planning for a loved one with disabilities often involves complex decisions and unique challenges.

In our latest podcast episode, David Warren sits down with Jeff Llewellyn, Private Client Advisor and Principal at Rockwood Wealth Management, to discuss Special Needs Trusts and the strategies that help protect individuals with disabilities while preserving access to essential government benefits.

Together, they explore first-party and third-party Special Needs Trusts, trustee and trust jurisdiction selection, experienced trust administration, and the value of a collaborative team approach to long-term planning.

🎧 Listen here: https://bridgefordtrust.com/podcast/episode-60-special-needs-trusts-turning-overwhelm-into-action/
🎥 Watch here: https://youtu.be/FyKLG4zlKuU?si=d-JjH91g-hfv3D3i

07/24/2026

Congratulations to our Co-Founder and Chairman, David Warren, on being named a shortlisted nominee for the 2026 Orange County Executive Awards: https://bridgefordtrust.com/david-warren-named-orange-county-executive-awards-nominee/

This recognition reflects David’s leadership and commitment to advancing the trust industry, as well as Bridgeford’s growth as a fiercely independent trust company delivering sophisticated trust solutions to families and advisors across the country and around the world.

Bridgeford congratulates all of this year’s shortlisted nominees and looks forward to celebrating with the Orange County business community in September!

Bridgeford Co-Founder David Warren has been named a 2026 Orange County Executive Awards nominee, recognizing outstanding business leadership.

07/07/2026

Over the past four decades, modern trust law has fundamentally reshaped the trust industry.

In an article published in the latest issue of Estate Planning, a Thomson Reuters journal (and also available on Westlaw and Checkpoint), Bridgeford's David Warren and Melissa Roberson explore how modern trust law transformed trust planning, gave rise to independent trust companies, and elevated the importance of trust jurisdiction selection—while highlighting how increasing industry consolidation is reintroducing many of the structural conflicts these innovations were designed to solve.

Learn more and read the article: https://bridgefordtrust.com/bridgeford-published-in-thomson-reuters-estate-planning-the-u-s-trust-industry-transformed/

Read Bridgeford's Thomson Reuters article on how modern trust law and independent trust companies are reshaping estate planning and fiduciary services.