STEP 6th Annual Pacific Rim Conference, Los Angeles, CA May 3-4 2013

If your (inter)national clients are contemplating establishing a Delaware Trust and are looking for a directed Trustee, Jimmy Horty is available to discusss with you in person how Commonwealth can compliment your client’s existing team of advisors.  Please drop in to our exhibit booth May 3-4 2013 at the Intercontinental Los Angeles Century City Hotel for The 6th Annual STEP Pacific Rim Conference (“The Pac Rim Conference”) or contact Jimmy directly to set-up a meeting while he is on the West Coast at jhortyiii@commonwealth-trust.com.

The Pac Rim Conference is a two-day conference featuring speakers from 7 foreign jurisdictions and 4 U.S. jurisdictions.  Headline sessions will cover use of trusts to hold an international family business and conflicts between divorce decrees and trusts.  Update sessions will cover international and FACTA withholdings and reporting.  There will also be estate planning workshops dealing with US/Australia, US/Hong Kong-China, Singapore/Hong Kong, US/Japan, US/Mexico and US/Canada.

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.