CTC Exhibiting at Southern California Tax & Estate Planning Forum

Our Director of Business Development, Dave Riebe, is attending the Southern California Tax & Estate Planning Forum at the Manchester Grand Hyatt in San Diego on October 16th and 17th and would appreciate the opportunity to meet with you in person to discuss our involvement in recent creative planning techniques due to our unique business model as it relates to directed trust administration.

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.