William Lipkind (Partner-New Jersey) joins David Warren – Chairman of the Board/Co-Founder of Bridgeford Trust Company and President/CEO of Bridgeford Advisors for a podcast discussion on “Incomplete Non-Grantor Trusts and Community Property Trusts.” They also take a look at the favorable Private Letter Rulings that Bill has obtained from the IRS on these and other tax-planning strategies. This presentation is the third in Bridgeford Trust Company’s Delivering Direction and Control Series.                   

Podcasts are available on the sponsor’s website.