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Delaware Trusts: What Advsiors Need to Know - Click to Listen to Cynthia's description



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Delaware Trusts: What Advsiors Need to Know, Cynthia D.M. Brown

This presentation will provide advisors with an overview of Delaware trust planning, and is designed to give them the help they need to understand the opportunities available to their clients through the use of a Delaware trust.  In her presentation, Cindy will cover the following topics:

·       Dynasty trust planning;

·       Asset protection trust planning, including prenuptial and postnuptial opportunities;

·       Directed trust planning;

·       Beneficial income tax planning;

·       With dynasty trusts

·       With DING trusts

·       Silent trust planning;

·       Transfer mechanisms for existing trusts; and

·       Delaware default assumptions.



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Cynthia D. M. Brown is the President of Commonwealth Trust Company and a member of its Board of Directors. Cindy has more than fifteen years of experience in the areas of trust administration, estate planning and tax. Her responsibilities include business development as well as oversight of trust administration, trust operations and compliance. In addition, Cindy is an active member of the Delaware State Bar Association Trust Act Committee, which drafts annual revisions to the Delaware Code.
Prior to joining CTC, Cindy worked at a large Philadelphia law firm, where, among other things, she administered estates and trusts, drafted sophisticated estate planning documents, prepared and reviewed Federal and State death tax returns, and prepared and reviewed fiduciary accountings. Cindy’s experience also includes over eight years as an estate and trust paralegal with both large Philadelphia law firms and a local private practice in Delaware County, Pennsylvania. In law school, Cindy served as the Blue Book Editor of the Widener Law Review and received several achievement awards in the area of Federal Estate and Gift Taxation and Planning. Cindy is active in many professional organizations and community leadership and currently serves on the Board of Directors of the Delaware CarePlan, Inc. and the Delaware Bankers Association.
She can be contacted at: cbrown@comtrst.com, (302) 658-7214, Ext 177



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