Commonwealth is a Proud Corporate Founder of the First Accredited Trust and Wealth Management Minor in the Nation.

Commonwealth Trust Company is a proud corporate Founder of the first Accredited Trust & Wealth Management Minor in the Nation which will be offered by Lerner College of Business and Economics at the University of Delaware (the “Program”). The Program will be comprised of up to 13 courses providing students with comprehensive skills-based in taxation and estate planning. Commonwealth’s President, Cynthia D.M. Brown, and CEO, Caroline Horty Dickerson, were on hand last week to witness the Program signing ceremony commemorating the agreement between the Delaware Financial Education Alliance (DFEA) and the University of Delaware.

Commonwealth Trust Company is pleased to provide this article as a guide. Commonwealth Trust Company is not engaged in the practice of law and is not providing legal advice by the provision of these materials. Commonwealth Trust Company recommends that clients seek the opinion of their attorney regarding the specific legal and tax issues addressed in this article.