To All the Sponsors, Panelists, and Participants Who Helped Make the 2008 Delaware Trust Conference a Great Success
THANK YOU!
Miss the
2008 Delaware
Trust Conference?
For Less Than The Cost of a Phone Seminar You Can Still
Be on the Cutting Edge of the Latest Developments in the
Delaware Trust Industry!
A limited number of complete Trust Conference
materials are available on flash drive including:
- 18 Topics Unique to Delaware Trusts!
- Over 50 Supporting
Presentations and Documents!
Also Included:
- Embossed Presentation Portfolio with ID Tag
- Metropolitan Deluxe Travel Wallet (w/ Separate Passport Wallet)
- Agenda and Sponsor Book
- Microfiber Lens Cleaner
- Combination Highlighter/Ballpoint Pen
- Pearlized Barrel Ballpoint Pen
All for only $199.99 (plus $19.99 S&H)
Please click on the links below for a detailed listing of topics that are covered in these materials and ordering information.
Conference Materials Order Form
The 2008 Delaware Trust Conference: The Cutting Edge, solely focuses on the unique aspects of the Delaware trust industry. Over 50 national and international trust, legal and accounting experts are scheduled as panelists for sessions specific to personal and corporate trusts in this singular venue for trust and wealth management professionals, attorneys, CPAs and others in related fields.
Approved for 17.5 CPEs & CLEs!
Delaware & Pennsylvania
(15.5 Substantive, 2.0 Ethics)
Approved for
21.25 CTFA
11 CCTS
The DBA/FEA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority of acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be addressed to National Registry of CPE Sponsors, 150 ‘fourth Avenue North 700, Nashville, TN 37219-2417, website www.nasba.org.
Sponsors
Platinum Sponsor
UBS Trust Company
Gold Sponsors
(multiple available)
The Goldman Sachs Trust Company
J.P. Morgan Trust Company of Delaware
Pepper Hamilton LLP
Potter Anderson & Corroon LLP
Richards, Layton & Finger, PA
Wilmington Trust
Young Conaway Stargatt & Taylor, LLP
Silver Sponsors
(multiple available)
Bayard, P.A.
Broadridge Financial Solutions, Inc.
Commonwealth Trust Company
Connolly Bove Lodge & Hutz LLP
The Delaware Counsel Group, LLP
Old Capital Law Firm
PNC Bank, Delaware
SunTrust Delaware Trust Company
Bronze Sponsors
(multiple available)
The Bryn Mawr Trust Company of Delaware
Cover & Rossiter, P.A.
New York Private Bank & Trust, FSB
Parkowski, Guerke & Swayze, PA
Stevens & Lee
Session Topics Include:
- Overview of the Delaware Trust Advantage
- Marketing the Delaware Trust Advantage
- Delaware Silent Trusts
- The GST Regulations & the Delaware Tax Trap
- Use of Delaware Counsel for Delaware Trust Planning
- Delaware Directed Trusts
- Setting up a Trust Business in Delaware
- Delaware Incomplete Non-Grantor Trusts (DINGS)
- Use of Alternative Entities for Delaware Personal and Corporate Trust Planning
- The Delaware Decanting Statute
- Use of Delaware Trusts by Non-U.S. Grantors
- Foreign & Domestic Taxes as They Apply to Delaware Trusts
- Trust Compliance: Tensions Between Delaware and Federal Laws
- Delaware Trust Legislative Update
- Trust Ethics in Delaware
And More!