2014 Delaware Trust Conference – A Novel Approach to Wealth Planning

Commonwealth Trust Company is a proud sponsor of the Delaware Trust Conference. Our President, Cynthia D.M. Brown, is a Discussion Leader on the topic of Trust Administration and Our Vice President of Legal Affairs, Matthew L. Rosin, is a Panelist on the topic of Balancing Fiduciary Duty with Complex Planning – An exploration, through multiple case study analysis, of the ethical considerations challenging Corporate Trustees and their Advisers in their ability to meet their fiduciary duty in an age of sophisticated trust designs and complex investment vehicles.

Since 1931, Commonwealth Trust Company has been Delaware’s premier independent, non-depository trust company. We are not affiliated with any other bank or financial institution. We specialize in directed trust administration services, complimenting a client’s existing team of advisers with whom we work closely to achieve the client’s estate planning objectives. We do so in an economical and efficient manner while ensuring compliance with the trust document, relevant law and tax reporting.

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.