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Podcast Episode 63 – Creative Solutions for Complex Trust Planning with Paul Fabiano Episode 63 is now available on Bridgeford Trust Company’s Delivering Direction & Control podcast! In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Paul Fabiano – Attorney-At-Law at PTF Legal – for a conversation that reaches back to Bridgeford’s earliest days. Paul played an important role in bringing Bridgeford its first trust relationship, beginning a long collaboration focused on using modern trust law to solve complex planning challenges for families and their advisors. Drawing on Paul’s extensive experience in tax, estate, trust, business, and insurance planning, David and Paul explore the evolution of sophisticated trust planning, including income tax planning, asset protection, and directed trusts. They also discuss the curiosity and problem-solving mindset behind identifying new opportunities and improving existing planning structures. The conversation highlights South Dakota’s continued evolution as a modern trust jurisdiction and the flexibility its laws provide for advanced planning, including the ability to pair professional trust administration with the continued involvement of a family’s existing advisors. You can listen to our latest episode on Bridgeford’s podcast page, Apple Podcasts, iHeartRadio, Spotify, and SoundCloud—or watch it on our YouTube channel. Bridgeford Trust Company’s Delivering Direction & Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful trust planning opportunities available to advisors around the country and the world—all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts. If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us through our contact form or call us at (605) 224-9189. Bridgeford Trust Company is looking forward to connecting with colleagues, advisors, and industry professionals in South Florida in the coming weeks! With upcoming events in Miami and Fort Lauderdale, we welcome the opportunity to engage in meaningful conversations around modern trust planning, international wealth structuring, and the evolving needs of families and their advisors. Bridgeford is looking forward to STEP Miami’s 2026 Summit, taking place October 21–22 at The Biltmore Hotel in Coral Gables, Florida. This year’s sold-out summit, centered on the theme Shaping the Next Step in Legacy, will explore the evolving role of stewardship, governance, and long-term planning in preserving wealth across generations. Ozzy Martinez, Senior Trust Officer at Bridgeford Trust Company and Managing Director of Bridgeford Global, and Sydney Warren, Managing Director at Bridgeford, will be available throughout the event. If you’ll be attending, we invite you to stop by Bridgeford’s exhibit table or contact us to arrange a time to connect. During the summit, Bridgeford will also be co-hosting a private dinner with UMA Wealth on October 22, providing an additional opportunity to connect with colleagues and friends in the international planning community. Space is limited, but if you’re interested in joining us, please reach out to inquire about availability. Bridgeford is also looking forward to the Fort Lauderdale International Boat Show, where we’ll be co-hosting Cocktails at the Marina alongside our friends at Affinity on October 29. Join us for cocktails and conversation during one of the world’s premier boating events! David Warren, Co-Founder & Chairman, and Sydney Warren look forward to connecting with attendees! Date: Thursday, October 29, 2026 Interested in attending? RSVP to be added to our guest list. In connection with the boat show, we also recently explored how South Dakota trusts may be used in planning for yachts, private aircraft, and other unique assets. Read our article, Structuring Yachts and Private Aircraft with South Dakota Trusts, to learn more. For additional information about these upcoming events or to schedule a time to connect with the Bridgeford team, please reach out through our contact page or call (605) 224-9189. We look forward to seeing you in South Florida! Bridgeford Trust Company is pleased to announce that David Warren, Co-Founder & Chairman, will be a featured speaker at Pepperdine University’s Global Family Office Summit, taking place October 19-23, 2026, at Château d’Hauteville in Switzerland. While in Switzerland, David will also be hosting a gathering and leading a fireside chat in Zurich on Thursday, October 22. Colleagues and friends in the area are invited to join us for drinks and conversation, with additional details below! The inaugural Pepperdine Summit will bring together business-owning families, family office professionals, and industry experts for discussions on multigenerational wealth planning, family governance, succession, philanthropy, and the evolving global financial landscape. As part of the summit’s programming on October 19, David will participate in a panel discussion exploring the history and evolution of trust law, from its origins in medieval England to modern trust structures in the United States and beyond. The discussion will cover the emergence of progressive U.S. trust jurisdictions such as South Dakota, Wyoming, and Nevada, including planning opportunities involving Dynasty Trusts, Directed Trusts, asset protection, and decanting, as well as cross-border considerations for internationally connected families. Bridgeford Trust Company invites colleagues and friends in the area to join us for a gathering in Zurich on Thursday, October 22, alongside our friends at UMA Wealth, BFI Infinity, and Trusted Advisor! The evening will feature a fireside chat led by David Warren exploring the impact of domestic and international geopolitical uncertainty on trust planning, along with an opportunity to enjoy drinks, conversation, and connect with colleagues and friends. Date & Time: Thursday, October 22, 2026 at 5:00 PM If you’re interested in joining us, please contact us so we can plan accordingly. Unable to join us for drinks? David would still welcome the opportunity to connect while he’s in Switzerland. Please reach out if you’d like to coordinate a time to meet during his visit. For ultra-high-net-worth families purchasing a yacht or private aircraft, significant attention is often given to the acquisition itself. But these assets can become part of a family’s lifestyle for decades, carry meaningful ongoing expenses and liability exposure, and ultimately become part of a broader estate and legacy. How they are owned can be just as important as the purchase itself. Rather than holding the asset individually, a yacht or aircraft may be owned through an LLC or other entity that is ultimately held within a properly designed trust. For families already incorporating South Dakota trusts into their estate and wealth planning, this can create additional opportunities around asset protection, privacy, control, and succession. As the Fort Lauderdale International Boat Show approaches, we look forward to connecting with clients, advisors, and industry professionals at Cocktails at the Marina on October 29, where we’ll have the opportunity to discuss trust planning considerations for yachts and other unique assets. If you’re attending the show, we hope you’ll join us! Event details and RSVP information are included below. Yachts and private aircraft are significant assets, but they also carry unique operational and liability considerations. An appropriately structured ownership entity may help separate the asset from other personal or family holdings. That entity can then be incorporated into a broader South Dakota trust designed around the family’s asset protection and estate planning objectives. Depending on the family’s circumstances and objectives, South Dakota’s Domestic Asset Protection Trust laws may provide an additional layer of protection against future third-party creditor claims while offering considerable flexibility in the design and administration of the trust. Privacy is another important consideration for many families holding substantial assets. South Dakota’s nationally recognized privacy and quiet trust statutes provide families and their advisors with significant flexibility when establishing trusts for long-term wealth planning. These laws are designed to provide privacy—not secrecy—and can help protect sensitive family and trust information from public disclosure. For families already focused on maintaining discretion around their businesses, investments, residences, and other holdings, considering privacy when structuring ownership of a yacht or private aircraft can be a natural extension of the broader planning process. South Dakota’s directed trust laws are particularly well suited for assets that require specialized knowledge or ongoing management. A Directed Trust separates trust administration from investment, distribution, and other designated decision-making responsibilities. This allows families to retain trusted advisors or other designated fiduciaries while an independent South Dakota trustee provides trust administration. For yachts and private aircraft, that flexibility can be especially valuable. Families may already work with aviation professionals, yacht managers, family offices, or other advisors who understand the asset and the family’s objectives. A Directed Trust can allow those relationships and areas of expertise to remain part of the overall structure. Ownership of a yacht or aircraft can raise important long-term questions. Who should own the asset in the future? Who should be permitted to use it? Who will make decisions about maintenance, expenses, or an eventual sale? A properly drafted trust can establish a framework for those decisions in advance. For families using Dynasty Trusts or other multigenerational planning strategies, a yacht or private aircraft can become part of the same long-term approach used for businesses, real estate, investments, and other significant family assets. For families that own or are considering the purchase of a yacht or private aircraft, South Dakota trust planning can provide direction, control, and flexibility in how these assets are owned, managed, protected, and ultimately passed to future generations. Bridgeford Trust Company and Affinity will host Cocktails at the Marina during the Fort Lauderdale International Boat Show, bringing together clients, advisors, and industry professionals for an evening of conversation and connection. October 29, 2026 | 4:00–6:00 p.m. To learn more about how South Dakota trust planning may support yachts, private aircraft, and other unique assets, call (605) 224-9189 or contact us online. Episode 62 is now available on Bridgeford Trust Company’s Delivering Direction & Control podcast! In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder & Attorney at Flourish Law Group, PLLC – to discuss a more personalized approach to estate planning centered on education, empowerment, and understanding the unique needs of each family. Lauren shares her journey from Biglaw to co-founding Flourish Law Group and explores the importance of planning beyond the documents. The conversation includes special needs trust planning, probate avoidance, privacy, and the role education plays in helping families make informed planning decisions. Lauren also discusses Flourish’s Estate Planning for Busy Parents webinar, designed to make foundational estate planning concepts more accessible. Finally, Lauren shares the inspiration behind Legal + Wealthy You can listen to our latest episode on Bridgeford’s podcast page, Apple Podcasts, iHeartRadio, Spotify, and SoundCloud—or watch it on our YouTube channel. Bridgeford Trust Company’s Delivering Direction & Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful trust planning opportunities available to advisors around the country and the world—all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts. If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us through our contact form or call us at (605) 224-9189. | |
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