Well-Settled Trusts in Unsettled Times: Insights from Industry Leaders – Join Us on November 13
McKonly & Asbury invites you to join us for an engaging panel discussion and networking event with leaders from McKonly & Asbury, Bridgeford Trust Company, and Morgan Lewis. This event offers valuable insights for those seeking to navigate the complexities of today’s wealth management landscape, from panelists with expertise in tax strategies, trust law, and wealth management.
The event will take place on November 13 at The Union League of Philadelphia. Hosted by Bridgeford Trust Company, it celebrates the launch of a new Philadelphia office for its sister company, Bridgeford Advisors dba Bridgeford. McKonly & Asbury is proud to partner with Bridgeford Trust Company and Morgan Lewis to bring this informative panel discussion and networking reception to the Philadelphia area.
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 Michael Bonventure from McKonly & Asbury, David Warren from Bridgeford Trust Company, and Christina Mesires Fournaris and Daniel Cooper from Morgan Lewis – 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.
Event Details
- Date: Wednesday, November 13, 2024
- Location: The Union League of Philadelphia (140 South Broad Street, Philadelphia, PA 19102)
- Agenda: 4:30-5 PM: Guest Arrival & Networking; 5-6:30 PM: Panel Discussion: Well-Settled Trusts in Unsettled Times; 6:30-8 PM: Networking Reception
To register for this complimentary event, please click here.
For questions about the event, please contact Bridgeford’s team at info@bridgefordtrust.com or call (605) 910-4816.
About the Author
McKonly & Asbury is a leading Mid-Atlantic accounting and business advisory services firm that serves as a trusted advisor and valued business partner to many of the region’s most prominent organizations. With experience across a range of services, including advisory and business consulting, audit and assurance, tax, technology, CMMC, HITRUST, and internal audit, the firm helps clients navigate complex challenges and achieve their business goals. McKonly & Asbury specializes in providing industry-specific solutions for sectors such as Affordable Housing, Construction, Employee Benefit Plans, Family-owned Businesses, Healthcare, Retail, Manufacturing and Distribution, Nonprofit, and more.
