November 2, 2015
The Tenth Annual DE Trust Conference
Last month, over fifty of the nation’s top trust, legal and wealth management experts provided the latest information and opinions […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
October 26, 2015
2015 Delaware Trust Conference – Vintage Wealth Planning…Aged to Perfection
At The Delaware Bankers Association (DBA) Financial Education Alliance’s Tenth Annual Delaware Trust conference you will experience vintage wealth planning […]
October 15, 2015
Fox Fall Forum October 21-23, Chicago, IL
The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular […]
CTC’s Trust Counsel, Jonathan Becker, Panelist for CLE course: Avoiding “Crummey Power” Mistakes in Drafting Trust Documents
Our Trust counsel, Jonathan E. Becker, was recently a co-panelist for the CLE course: Avoiding “Crummey Power” Mistakes in Drafting […]
Foundations of Delaware Trusts
A new series of educational programs was recently offered by the Delaware Bankers Association Financial Education Alliance known as the […]
Legislative Update: Trust Act 2015
On August 7, 2015, House Bill 164, known as the Trust Act (the “Act”), was signed into law by Governor […]
July 29, 2015
Commonwealth Trust Company President to Speak at 35th Annual Tax & Estate Planning Forum
We are pleased to advise that Cynthia “Cindy” D.M. Brown, J.D., TEP, President of Commonwealth Trust Company, will be speaking at […]
Legislative Update: AN ACT TO AMEND TITLE 12 OF THE DELAWARE CODE RELATING TO FIDUCIARY RELATIONS.
On July 10, 2015, Senate Bill 42 was signed into law by Governor Jack Markell. The legislation codified existing law […]
July 24, 2015
The Basics of BDITs
A Beneficiary Defective Inheritance Trust (“BDIT”) is an irrevocable trust that freezes the value of assets for gift and estate […]