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McKonly & Asbury’s Collaborate 2014 Conference featured various presentations focused on timely and relevant business, planning, and tax issues facing business owners and leaders from across the Central PA region.
This presentation was given by David Warren, President and CEO of Bridgeford Trust Company, and Dan Matarrese, CPA and Tax Senior Manager with McKonly & Asbury.
It focuses on the vital importance of selecting the proper trust jurisdiction and why it is an important matter in the planning process as it pertains to asset protection, tax mitigation, and privacy. The session was highly interactive and highlighted the fact that not all states are “created equal” relative to trust laws and, therefore, considering alternative trust jurisdictions is as an important a consideration as the decision to create a trust in the wealth planning process.
View a full recap of this event at http://www.macpas.com/recap-mckonly-asburys-collaborate-2014-conference/