2019 Heckerling Institute

Commonwealth Trust Company will be exhibiting at the 53rd Annual Heckerling Institute on Estate Planning January 14 – 18.  The Institute is being held at the Orlando World Center Marriott Resort and Convention Center in Orlando, Florida.  If you are attending the event stop by booth 533 and enter for a chance to win 1 of 5 Amazon fire HD 10 tablets.

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.