CTC is a proud Sponsor of the 10th Annual NYSBA International Estate Planning Institute

February 4, 2014

Commonwealth Trust Company is a proud corporate sponsor of the 10th Annual International Estate Planning Institute being held in New York City from March 13-14, 2014 co-sponsored by the New York State Bar Association (“NYSBA”) and Society of Trust and Estate Practitioners (“STEP”).

The Institute is chaired by G. Warren Whitaker, Esquire, Partner at Day Pitney LLP and includes trust and estates practitioners, bankers and accountants from around the world who gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component.

Please stop by our booth to discuss CTC’s Delaware directed trust administration services with Jimmy Horty or schedule a meeting with Jimmy by phone at 302.658.7214 or email: jhortyiii@commonwealth-trust.com.

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.