44th Annual Midwest-Midsouth Estate Planning Institute

Commonwealth Trust Company is a sponsor of the 44th Annual Midwest-Midsouth Estate Planning Institute. The Institute will be held on July 27 & 28, 2017 at The Marriott Griffin Gate Resort in Lexington, Kentucky. If you are attending the event, please stop by Commonwealth’s display in the exhibit area to learn more about our Delaware directed trustee services. If you are unable to attend and would like to learn more about our services, please contact us at businessdevelopment@commonwealth-trust.com.

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.