Commonwealth Trust Company President to Speak at 35th Annual Tax & Estate Planning Forum
We are pleased to advise that Cynthia “Cindy” D.M. Brown, J.D., TEP, President of Commonwealth Trust Company, will be speaking at the 35th Southern California Annual Tax & Estate Planning Forum on the topic of Discretionary Distribution Decision-making.
Since 1931, Commonwealth Trust Company (“CTC”) has provided sophisticated, professional trust administration solutions for ultra-high-net-worth individuals. We work in unison with a client’s existing team of advisers, offering open architecture trust administration in a manner that maintains high quality, efficient and responsive service. CTC has deep roots within the State of Delaware. Both the shareholders and members of our management team are committed to remaining actively involved in the Delaware legal, tax, and philanthropic communities.
For more information about the Forum including Registration information, please click the following link: https://www.clenet.com/index.html
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.