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We are pleased to have been named in the Winners’ List for Advisor Friendliness – See the write up by clicking the link America’s Most Advisor-Friendly Trust Companies.

We look forward to meeting the attorneys, accountants, insurance advisors, and wealth management professionals who are attending the 46th Annual Heckerling Institute in Orlando, Florida this upcoming January 9-13, 2012. 

Please visit our booth 514 to discuss how we can partner with you to provide your clients with sophisticated, professional trust administration solutions.

Click here to download the 2012 Newsletter.

There is speculation that The Joint Select Committee on Deficit Reduction (sometime referred to as the “Super Committee”), the bipartisan Congressional committee charged with producing legislation to cut $1.2 trillion from the federal deficit over the coming decade, is going to recommend a reduction in the federal gift, estate and generation-skipping transfer (“GST”) tax exemptions when it releases its recommendations on November 23.  More specifically, included in the rumored recommendations are the following:

• Reduce to $3.5 million the current $5 million estate tax exemption and $5 million GST tax exemption, which are in place through 2012 under current law
• Reduce to $1 million the current $5 million gift tax exemption, also in place through 2012 under current law.  (Note:  there is further speculation that the Super Committee will recommend reducing the federal gift tax exemption to $1 million as of December 31, 2011 or as early as the November 23, 2011.)

While it is too soon to tell whether or not these rumors will be accurate, we would suggest that anyone who was planning to take advantage of the current exemptions, contact their attorneys promptly to discuss how this could affect your estate planning.

Best Lawyers has named W. Donald Sparks, II, Esquire, a member of CTC’s Legal Advisory Board, to their 2012 Best Lawyers of the Year list.

CTC welcomes the tax attorneys, accountants, financial planners, estate planners and life underwriters to the  Southern Federal Tax Institute. We welcome an opportunity to discuss your or your client’s Delaware Trust Planning needs.  Please visit our booth located directly outside the Grand Ballroom.

CTC will be exhibiting at the 2012 NYC Estate Planners Day.  Please stop by our booth to discuss all of your client’s Delaware Trust needs.

Please stop by our booth at Heckerling to meet with our Team in order to discuss all of your client’s Delaware Trust needs.