Commonwealth’s Director of Business, David R. Riebe, looks forward to the opportunity to discuss your take on the increased use of directed trusts at The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) presentation of the 11th Annual International Estate Planning Institute.
Commonwealth is a proud sponsor of the Institute. Chaired by G. Warren Whitaker, this Institute attracts trust and estate 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.
If you are unable to attend the Institute and wish to speak with us about planning for your clients, please feel free to contact us directly at 302.658.7214 or firstname.lastname@example.org. If calling by phone, you can ask for David R. Riebe, Director of Business Development, or Kristen M. Powers, Relationship Manager.