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The Corporate Library's report, titled, "Uneven Progress:  Female Directors in the Russell 3000", concludes that assumptions that women are now well represented on corporate boards are not entirely valid.  The report is based on a review of The Corporate Library's database of more than 30,000 board positions in the Russell 3000 Index. 3.10

Saturday, October 25, 2008 9:00 AM - 10:00 AM
Room: Frontenac C

Speaker(s)
Thomas M. Forrest CPA Personal Trust Services Division, Charles Schwab Bank, President View

Description
Corporate Trustees organized under Delaware Trust Laws are uniquely capable of providing trust services to support and enhance the relationship of Investment Advisors with their clients. Delaware law also makes it easier for corporate trustees to retain and take investment direction from investment advisors. This session will describe the structure and benefits of several types of trusts enabled or enhanced under Delaware law. Methods of, and requirements for, changing trustees will also be discussed.

Speaker Biographies
Before joining Schwab, Tom was President and CEO of U.S. Trust Company of Delaware. Prior to that he worked at Wilmington Trust for 18 years. Tom currently sits on the board of the Delaware chapter of the Society of Financial Service Professionals and is a member of the American Institute of CPAs. He has past service on numerous national boards and committees related to financial services. Tom graduated from the University of Delaware in 1982 with a degree in accounting and received a master's degree in taxation in 1985. He is an IRS Enrolled Agent, a Certified Public Accountant and an Accredited Estate Planner. He received the National Association of Estate Planners and Councils 2005 Distinguished Accredited Estate Planner Award.