October 24-25, 2013: CTC is a Proud Sponsor of The Southern California Tax & Estate Planning Forum

Commonwealth Trust Company is a proud sponsor of The Southern California Tax & Estate Planning Forum.

The Forum is being held at the Manchester Grand Hyatt in San Diego, CA from October 24-25, 2013.

We are Delaware’s independent, privately-held trust Company partnering with advisers to provide sophisticated, professional trust administration solutions.  Therefore, if your clients are looking for a Delaware directed trustee,  David Riebe is available at this week’s Forum to discuss HOW and WHY you should work with our dedicated team of professionals.  Please drop by our exhibit booth at the Forum.  If you will not be attending the Forum but wish to set-up a meeting with Dave, you can reach him by phone at 302.588.0994 or by email at driebe@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.