Bridgeford Trust is pleased to announce its upcoming webinar entitled “A Tax and Privacy Haven: Coming to America.” This webinar will take place on Thursday, September 7th, 2017 at 2 PM EST.
This webinar will be hosted by David Warren, Co-founder of Bridgeford Trust Company.
As the United States has become both a tax and privacy haven, wealthy families from around the world are seeking U.S. trust solutions. This webinar will examine various worldwide factors for this historic movement of money into the United States, including FACTA, CRS, secrecy vs. privacy, and asset protection. This presentation will also consider and objectively compare U.S. trust jurisdictions, accentuating the vital importance of selecting the correct U.S. trust situs for international families. The presentation will conclude with a discussion of various privacy, tax, and asset protection planning tools available to international families in the United States.
During this webinar, attendees can expect to learn about the following:
- Gain an understanding of CRS (Common Reporting Standard) and its huge impact on the international community.
- Develop an appreciation for the difference between secrecy and privacy and why it matters in the planning process.
- Examine U.S. trust jurisdictions and understand the vital importance of proper situs selection for international families.
- Explore specific privacy, tax, and asset protection planning tools available in the United States for international families using a foreign grantor trust.
Thursday, September 7th at 2 PM EST
This free, one hour-long webinar will take place on Thursday, September 7th at 2:00 p.m. EST. One CPE credit is available for this one hour-long webinar and the CPE is provided by McKonly & Asbury, LLP. The level for this CPE is Intermediate and there is no prerequisite. This program is a live webinar which offers you the opportunity to ask questions and interact with the presenters. We look forward to you joining us for this webinar!