CTC Exhibiting at 51st Annual NAEPC Conference in San Antonio, Texas

October 27, 2014

Please drop into our booth and speak with our Director of Business Development, Dave Riebe, regarding our directed trust administration services at the 51st Annual Conference of the National Association of Estate Planners & Councils and The NAEPC Education Foundation.  The Conference is being held at the Marriott Rivercenter in San Antonio, Texas from November 5-7, 2014.  We look forward to seeing all of you.

The National Association of Estate Planners & Councils is a national organization of 1,700+ Accredited Estate Planner® and Estate Planning Law Specialist designation holders. Its 250 affiliated estate planning councils and their estimated 28,000 members are focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.

The NAEPC Education Foundation was formed in 2005 to educate the public regarding the benefits of the team concept of estate planning. The organization’s primary objective is to educate the public on what estate planning is, why it is so important, and how to develop a team of qualified estate planners to assist with their needs. This goal will be achieved through continuing education programs like the 51st Annual Conference, seminars, forums and meetings about estate planning for practicing professionals and through quality public estate planning day programs in communities throughout the United States. By supporting this conference, you are reaching far beyond the benefits associated with the event and are truly helping to fulfill the mission of The NAEPC Education Foundation.

Visit www.naepc.org for more information about either organization.

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.