Clarkston Capital

Practical Planning Ideas and Solutions Through Delaware: An Overview of Ideas and Opportunities for Families and Business Owners

Date: Monday, March 2, 2020
Time: 5:00pm - 7:30pm
Location: Gainey Ranch Golf Club - 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
Speaker: Anne Booth Brockett, BMO Delaware Trust

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Anne Booth Brockett

Vice President
Chief Trust Officer
BMO Delaware Trust Company

As the Chief Trust Officer, Anne is responsible for the oversight and management of trusts administered by BMO under Delaware law. Anne joined BMO Delaware Trust Company with 28 years of Delaware based experience in advising and managing ultra-high net worth individuals, business owners and multigenerational families. While based in Delaware, Anne has developed strong, collaborative relationships with clients and their other advisors, nationally. Prior to joining BMO, Anne worked with two other major Delaware Trust institutions, including one with a twenty-two year tenure.

Anne actively maintains a thorough understanding of Delaware’s personal trust statutes and their practical applications. She brings this knowledge and experience as she works with individuals and advisors interested in incorporating Delaware planning strategies into the administration of both newly established and already existing trusts. Illustrations of these include directed trusts, trust migrations and modifications, decantings, quiet trusts and asset protection strategies.

A University of Delaware graduate, Anne also completed the National Trust School and Graduate National Trust School programs, based at Northwestern University. She is a Certified Trust and Financial Advisor (CTFA).

Anne is a member of the Delaware Bankers Association, the Estate Planning Council of Delaware and a Founding Member for the University of Delaware’s Fiduciary Trust Management minors program.

Dinner Menu

SALAD - Southwest Caesar Salad: chopped romaine, corn, black beans, avocado, corn tortilla crisp, chili lime dressing on the side (GF/DF)

ENTREES - Greek Chicken Pasta: gluten free pasta, grilled chicken, artichoke, olives, baby heirloom tomato, basil, citrus white wine sauce (DF/GF)

- Vegan Option: gluten free pasta, artichoke, olives, baby heirloom tomato, basil, citrus white wine sauce (DF/GF)

DESSERT - Angel Food Cake with Mixed Berry Compote - Vegan Dessert

Thank you to our Sponsor!

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