Commonwealth is a Proud Sponsor of the 40th Annual Midwest-Midsouth Estate Planning Institute, July 25 & 26 2013, Lexington KY

July 18, 2013

Commonwealth Trust Company is a proud sponsor of The Midwest-Midsouth EPI which covers critical issues for estate planning and administrative professionals.

Are you contemplating recommending a Delaware Trust to your clients? Are your clients looking for a directed Trustee? If your answer is “YES!”, please stop by our exhibit booth at the upcoming 40th Annual Midwest-Midsouth EPI, Griffin Gate Marriott Resort, Lexington, KY on July 25 & 26, 2013. Jimmy Horty would be pleased to discuss with you Why you should work with Commonwealth and How Commonwealth can provide unparalleled trust administration services to your clients.

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.