Cindy Brown and Matt Rosin Co-Presented a Webinar

Cindy Brown and Matt Rosin co-presented a LISI webinar Grantor Trust Status:  Things That Can Change a Trust’s Status on Friday, April 6, 2018.  For further information visit www.leimbergservices.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.