YEAR-END DISTRIBUTIONS AND GIFTING: As we quickly approach the end of 2019, please keep in mind both Required Distributions and Gifting. To ensure year end processing, we kindly ask that you have your requests to us by December 16, 2019.
CLIENT SURVEY – COMING DECEMBER 2, 2019 We value your assistance in setting our future direction. An electronic survey will be emailed to you from Samira Molabecirovic of The Trust Company, subject line “The Trust Company Client Survey” on December 2nd. Approximate time 5 – 8 minutes. Please provide your answers by December 13th. Thank you in advance for your insights.
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