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December 2009

CTC Presents at 2009 Delaware Trust Conference -
  The Delaware Difference

Commonwealth Trust Company was a Silver Sponsor of the annual trust conference held by the Delaware Bankers Association. Peter Horty, Caroline Dickerson, Cindy Brown, Susan Fisher, Matt Rosin, and Rob Martorana joined trust professionals from all over the country to learn the latest updates and information about personal and corporate (statutory) trusts in Delaware presented at the 2009 Delaware Trust Conference on December 2 & 3, 2009 held at the Hotel du Pont, in Wilmington, Delaware.

 

Cynthia D.M. Brown, Esq., VP, Legal Affairs served as moderator of “The Delaware Difference in Trust Legislation – Do the Uniform Trust Acts Matter?” a point/counterpoint panel discussion contrasting the unique trust legislation enacted in Delaware versus the provisions of the Uniform Trust Acts.

 

Susan S. Fisher, CPA, CTFA, VP, Trust Operations served as discussion leader for an overview of the advantages of relocating a trust to Delaware, including filing requirements and the new expatriation laws “Come On In, The Taxes Are Great! – Domesticating an Offshore Trust To Delaware.”

 

Contact Information
Cynthia D.M. Brown, Esq.,
Vice President-Legal Affairs
Commonwealth Trust Company
Web http://www.comtrst.com

 

Susan S. Fisher, CPA, CTFA,
Vice President-Trust Operations
Commonwealth Trust Company

 

 

 

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