Cynthia Brown, President and Caroline Horty Dickerson, CEO will be traveling to Naples, FL to attend the 2019 Trust & Wealth Executive Seminar May 1 – 3. The focus of this seminar is on issues affecting the trust and wealth management industry.
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.