We look forward to the opportunity to meet with you to discuss the use of directed trusts at the 50th Annual Heckerling Institute on Estate Planning, being held at the Orlando World Center Marriott Resort and Convention Center from January 11–15, 2016.
Please visit Booth #531 Monday and Tuesday to meet with our CEO, Caroline Horty Dickerson and our President, Cynthia D.M. Brown.
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, Business Development Manager.
Commonwealth Trust Company
Delaware’s independent, privately-held boutique trust Company partnering with your existing Advisers to provide sophisticated, professional trustee administration solutions