Commonwealth Trust’s 2023 Events, Seminars, and Speaking Engagements

It’s been a big year here for us at Commonwealth. In addition to sponsoring and attending many amazing events in the estate planning and trust industry, where we got the chance to speak with many of you, our team was asked to speak at events all over the country!

We’ve rounded up a list of all of the events we sponsored, attended, or spoke at this year so far, and a few that are coming up. If you’re interested in connecting with us or others in the estate planning industry, or you want to learn more about how to best serve your clients, consider attending one of them this fall or next year — we will likely be there!

Spring

2nd Annual Green Beret Project Classic, February 3-5 at Chase Center on the Riverfront in Wilmington, Delaware. Caroline Horty Dickerson and Megan Dickerson attended the event and Commonwealth was a sponsor of the event. 

18th Annual International Estate Planning Institute, March 30-31 @Ease in New York City and virtual. This event was presented by the New York State Bar Association and STEP NY. Commonwealth was a sponsor, and Jose Mercado, Matthew Magnotta, and Amy Brown attended the event. 

2023 Wealth Management & Trust Executive Council Seminar, May 10-12 in Phoenix, Arizona. Cindy Brown and Caroline Dickerson attended the seminar and enjoyed connecting with other wealth management and trust professionals. This was hosted by the American Bankers Association. 

Cambridge Forum on Private Wealth Law, May 17-19 in Scottsdale, Arizona. Caroline Dickerson and Cindy Brown attended the annual event. 

Boston Estate Planning Council 2023 Annual Gala, May 17 in Boston, Massachusetts. We were a sponsor of the event, and Amy Brown attended. Commonwealth is excited to congratulate Sara A. Wells on her well-deserved BEPC Excellence Award.

Summer

University of Delaware Trust Management Minor Golf Classic , June 12 at Hartefeld National Golf Course in Avondale, Pennsylvania. Commonwealth was a sponsor of the event. Victoria Darling, Jamie McGinley, Tyler Chalmers, Cindy Brown, and Linc Wolski volunteered and golfed at the event.

American College of Trust and Estate Counsel Summer Meeting, June 23, Cindy Brown presented on the topic of Trustee Removal and Resignation at the Fiduciary Administration Task Force Meeting. 

50th Annual Midwest-Midsouth Estate Planning Institute, August 3-4 in Lexington, Kentucky.  Commonwealth was a sponsor of the event. 

Combined Campaign for Justice Golf Cup, August 7 at Dupont Country Club in Wilmington, Delaware. Commonwealth was a sponsor of the event. Two foursomes played: Matthew Marron, Jose Mercado, Nick Spuler, Ryan Asti, and the second foursome was made up of Matt Brown, Tyler Chalmers, Ryan Burton, and David Lunger. Attending the patio party were Victoria Darling, Amelia Convery, Liz Abbott, and Amy Brown.

GST Tax Best Practices, hosted by the Delaware Bankers Association, August 29, virtual. Our own Cindy Brown and Kimberly Gill McKinnon, Director at Gordon, Fournaris & Mammarella, P.A., were the instructors for this session on generation-skipping transfer tax.

Green Beret Project 3rd Annual Golf Invitational, September 19 at Fieldstone Golf Club in Wilmington, Delaware. Avid golfers from around the Tri-state area enjoyed a wonderful day at the beautiful Fieldstone Golf Club to support The Green Beret Project Scholarship Program.

Fall

Tax & Estate Planning Forum, October 16-20 in San Diego, California. Cindy Brown will be presenting ‘Letters of Wishes and Their Use in Trust Planning and Administration’ virtually. If you’re not able to attend this year, read Cindy’s article on Letters of Wishes.

12th Annual STEP Miami Summit, October 18-20 at the Ritz Carlton Key Biscayne in Miami, Florida. Commonwealth was a sponsor of the event. Stephanie Haler, Matt Magnotta, Jose Mercado, and Amy Brown attended.  

DE Trust Conference, October 17-18 at Chase Center Riverfront in Wilmington, Delaware. Commonwealth is a silver sponsor, and several of our team members attended the event.

Discretionary Distribution Language Implications and the Rise of the Letter of Wishes, STEP MidAtlantic meeting, November 2, hosted at Stonehage Fleming US in Philadelphia. Cindy Brown was a speaker at this seminar, along with David Elwell and Peter Rosenberg from Stonehage Fleming US.

60th Annual NAEPC Conference, November 12-16 at the Fort Lauderdale Marriott Harbor Beach Resort & Spa. Commonwealth is a sponsor of the event and will have representatives in the exhibit area and attending the event for continuing education credit. 

Heading to an event we’re sponsoring or where we are presenting this year or next? Drop us a line or come by our booth — we’d love to connect with you. Keep an eye on our LinkedIn for announcements on future events and speaking engagements.

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.