50th Annual Heckerling Institute – Orlando Florida January 11-15 2016

January 1, 2016

We look forward to the opportunity to meet with you to discuss the use of directed trusts at the 50th Annual Heckerling Institute on Estate Planning, being held at the Orlando World Center Marriott Resort and Convention Center from January 11–15, 2016.

Please visit Booth #531 Monday and Tuesday to meet with our CEO, Caroline Horty Dickerson and our President, Cynthia D.M. Brown.

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, Business Development Manager.


Commonwealth Trust Company

Delaware’s independent, privately-held boutique trust Company partnering with your existing Advisers to provide sophisticated, professional trustee administration solutions

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.