We look forward to the opportunity to meet with you to discuss your take on the increased use of directed trusts at the 49th Annual Heckerling Institute on Estate Planning, being held at the Orlando World Center Marriott Resort and Convention Center from January 12–16, 2015. Please visit us at Booth #531. We value your opinion and your feedback is critical to the continued success of our unique business model.
If you are unable to attend Heckerling 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.
Happy New Year!