49th Annual Heckerling Institute on Estate Planning (2015)

December 31, 2014

We look forward to the opportunity to meet with you to discuss your take on the increased use of directed trusts at the 49th Annual Heckerling Institute on Estate Planning, being held at the Orlando World Center Marriott Resort and Convention Center from January 12–16, 2015.  Please visit us at Booth #531.  We value your opinion and your feedback is critical to the continued success of our unique business model.

If you are unable to attend Heckerling and wish to speak with us about planning for your clients, please feel free to contact us directly at 302.658.7214 or businessdevelopment@commonwealth-trust.com.  If calling by phone, you can ask for David R. Riebe, Director of Business Development, or Kristen M. Powers, Relationship Manager.

Happy New Year!

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.