Commonwealth Trust Company Sponsors the Southern California Estate Planning Forum

September 20, 2016

Commonwealth Trust Company is a proud sponsor of the Southern California Estate Planning Forum October 20-21, 2016 at The Manchester Grand Hyatt Hotel in San Diego, California.  Our Director of Business Integration, Amy Brown, will be attending the conference.  If you are attending the conference, please stop by our exhibit space and introduce yourself to Amy.  If you are unable to attend the conference and would like more information about Commonwealth Trust Company, please contact us via email at or phone 302.658.7214.

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.