Delivering Direction & Control

Hosted by Bridgeford Trust Company

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Sep 2026

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About the show

Bridgeford Trust Company’s Delivering Direction & Control podcast was developed to educate, challenge, and inspire listeners through engaging conversations about trust and estate planning, emerging planning strategies, and the evolving world of modern trust law. Hosted by David Warren, Co-Founder and Chairman of Bridgeford Trust Company, the podcast features discussions with attorneys, wealth advisors, industry leaders, and other experts in the trust planning arena. Together, they explore emerging trends, legislative developments, sophisticated planning strategies, and the unique opportunities available through South Dakota’s progressive trust laws. From asset protection and dynasty trusts to directed trusts, international trust planning, and multigenerational wealth preservation, each episode offers valuable insights and practical perspectives for families and their advisors across the country and around the world. Our goal is to keep listeners informed, challenge traditional approaches to trust planning, and explore strategies that deliver far more direction and control to clients and their advisors than ever before.

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60 recent

October 28, 202647 min

Episode 63 – Creative Solutions for Complex Trust Planning with Paul Fabiano

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.

September 30, 202644 min

Episode 62 – Empowered Planning: Rethinking Estate Planning, Wealth and Well-Being with Lauren Klein

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder and 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™, the community she founded, and the Legal + Wealthy™ Podcast. She and David discuss wealth building within the legal profession, the pressures attorneys face, and the importance of mental health, well-being, and creating a more sustainable definition of professional success.

August 26, 202632 min

Episode 61 – Leveraging Capital: Rethinking Premium Financing and Legacy Planning with Skyler Wanberg

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Skyler Wanberg – Executive VP, Legacy Funding at Leverage Capital Partners – for a conversation on innovative premium funding strategies and the role life insurance can play in sophisticated legacy planning. Skyler shares his entrepreneurial journey—from launching a life insurance brokerage at 19 to building and exiting companies across several industries before ultimately returning to insurance. David and Skyler then compare traditional premium financing with Leverage Capital Partners’ model, examining how existing assets and customized funding structures may be used to fund large life insurance policies with little or no out-of-pocket cost. Through examples involving professional athletes, business owners, and multigenerational families, they explore how these strategies may support estate tax planning, create tax-advantaged income, and preserve wealth across generations. They also discuss the importance of independent trustees and advisors, Irrevocable Life Insurance Trusts, Private Placement Life Insurance, and how these tools can work alongside South Dakota trusts as part of a comprehensive legacy plan.

July 30, 202630 min

Episode 60 – Special Needs Trusts: Turning Overwhelm into Action with Jeff Llewellyn

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jeff Llewellyn – Private Client Advisor and Principal at Rockwood Wealth Management – for an important conversation on Special Needs Trusts and the highly specialized planning required to support individuals with disabilities and their families. Drawing on both his professional experience and personal journey, Jeff shares how he built a practice focused on helping families move from overwhelm to action by taking one secure step at a time. David and Jeff explore first-party and third-party Special Needs Trusts, preserving eligibility for needs-based government benefits, and the critical importance of experienced trust administration. They also discuss selecting the right trustee and trust jurisdiction, assembling a collaborative team of experienced professionals, and the planning opportunities available under modern trust laws. Jeff closes by sharing the inspiration behind his forthcoming book and his podcast, Secured Steps, and his mission to provide families with an actionable roadmap for navigating disability planning.

June 23, 202637 min

Episode 59 – Investments and Independence with Jason Levey

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice. Jason shares how Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guided Bridgeford's growth. The discussion explores why a conflict-free advisory model continues to matter as the financial services industry becomes increasingly consolidated. The conversation addresses the challenges facing today's ultra-high-net-worth families, including multi-generational wealth transfer, governance, philanthropy, and the often-overlooked "3%" of wealth planning that extends beyond investment performance. David and Jason also discuss artificial intelligence, cryptocurrency, geopolitical uncertainty, and the importance of helping families navigate change while maintaining a long-term perspective.

May 12, 202642 min

Episode 58 – The Evolution of Asset Protection Planning with Josh Bennett

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – is joined by Josh Bennett, Esq. – Attorney & Asset Protection Expert – for a deep dive into the evolving world of asset protection planning. Drawing on decades of experience representing clients across the United States and internationally, Josh shares insights on domestic and offshore asset protection strategies, creditor protection planning, privacy considerations, and the growing role of Directed Trusts. The conversation also explores how top-tier jurisdictions such as South Dakota have expanded planning opportunities by offering greater flexibility, protection, and long-term planning advantages through tools such as Trust Protectors and Investment Advisors. Throughout the episode, Josh also reflects on themes in his book, The Ultimate Guide to Asset Preservation, emphasizing that effective asset protection planning is not about secrecy or avoiding obligations, but rather implementing responsible, well-structured planning designed to protect families and preserve wealth for future generations.

April 27, 202658 min

Episode 57 – A Modern Approach to Trust and Estate Planning with Porzio, Bromberg & Newman

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Deirdre Wheatley-Liss, Maria Galante, and Daniel Makoski of Porzio, Bromberg & Newman, P.C., a full-service law firm with a growing footprint across the East Coast, Florida, and Puerto Rico. Together, they discuss the evolving role of trust and estate planning in a rapidly changing world and what it means to deliver practical, client-centered legal guidance today. The conversation explores key issues facing families and business owners, including asset protection, privacy, closely held business succession, international planning, and the increasing complexity surrounding immigration and cross-border matters. They also highlight Porzio’s continued growth, including its expanding immigration capabilities, unique Puerto Rico presence, and broader approach to problem-solving across legal, compliance, government affairs, and business advisory services. Throughout the episode, David and the Porzio team emphasize the importance of collaboration, education, and leading with solutions as clients navigate uncertainty, evolving laws, and increasingly complex planning considerations.

March 24, 202645 min

Episode 56 – From Luxury Assets to Global Services with Andy Morgan

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Andy Morgan – CEO of Affinity, a global corporate services provider supporting private wealth and asset structuring – for a conversation on global expansion, entrepreneurship, and identifying opportunity across emerging sectors. Andy shares how Affinity has evolved from its roots in luxury asset structuring, including yachts and aircraft, into a multifaceted global services firm supporting high-net-worth individuals, family offices, and businesses across industries including e-gaming, sports, and private wealth. The discussion highlights how niche expertise, jurisdictional strategy, and a disciplined approach to growth have driven that evolution. David and Andy also explore the importance of jurisdiction selection across industries, from trust planning to gaming regulation, and why it has a lasting impact. They draw clear parallels between their firms’ philosophies – particularly around independence, collaboration, and delivering meaningful solutions – while also discussing Affinity’s global footprint across the Isle of Man, Malta, Miami, Cyprus, and beyond, along with the strategy behind expanding into key markets in an increasingly global and evolving landscape.

March 2, 202641 min

Episode 55 – Leadership, Community, and Reinvention with Steve Rosansky

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Steve Rosansky – President and CEO of the Newport Beach Chamber of Commerce – for a thoughtful conversation on leadership, community commitment, and what it takes to build (and rebuild) a thriving business organization. Steve shares his personal path from real estate law and entrepreneurship to public service, serving nine years on the Newport Beach City Council, including a year as mayor, and how that experience shaped his approach to relationship-building, advocacy, and long-term community investment—values that closely align with Bridgeford’s own commitment to independence and community engagement as we continue to grow our presence in California. The conversation then turns to one of the most compelling chapters of Steve’s career: stepping into Chamber leadership at a moment of real financial distress and helping guide a full turnaround while simultaneously reinventing programming and events to keep members engaged and ensure the Chamber remains relevant in a changing business landscape.

January 29, 202658 min

Episode 54 – Wealth 3.0: From Foundational Planning to Intentional Legacy with Yaasha Sabba

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Yaasha Sabba – Chief Counsel at Sky Unlimited Law and a nationally recognized Personal Family Lawyer® – to explore Wealth 3.0: a more modern, integrated approach to planning that goes far beyond legal documents. Yaasha shares the pivotal client story that shifted his career from patent law to estate and legacy planning, and why “having a trust” is not the same as having a plan that actually works. Together, David and Yaasha unpack the real-world consequences of poorly implemented planning, especially for founders and families building wealth in fast-moving environments where a disruption can derail everything. The conversation also explores the practical realities of planning in today’s climate, including why privacy starts with foundational estate planning, how Wealth 3.0 shifts the focus from documents to education, organization, and decision-making, and why modern trust planning has become increasingly critical for families and founders navigating uncertainty.

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