January 12, 2015
CTC 2015 Annual Newsletter
Commonwealth Trust Company’s 2015 Annual Newsletter includes the following topics: Delaware Tax Trap Planning – How to Take Advantage of a Step-Up […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
December 31, 2014
49th Annual Heckerling Institute on Estate Planning (2015)
We look forward to the opportunity to meet with you to discuss your take on the increased use of directed […]
Hardy v. Hardy, et. al., C.A. No. 7531-VCP, n. 119 (Del.Ch. July 29, 2014)
In July of this year, the Delaware Chancery Court decided a case involving a claim against two individual trustees for […]
November 17, 2014
CTC’s President, Cynthia D.M. Brown’s, Article Published by Steve Leimberg re: Creating a Delaware Asset Protection Trust
Cynthia D.M. Brown, Esquire article on the Delaware Qualified Dispositions in Trust Act was published in Steve Leimberg’s Asset Protection Planning […]
October 27, 2014
CTC Exhibiting at 51st Annual NAEPC Conference in San Antonio, Texas
Please drop into our booth and speak with our Director of Business Development, Dave Riebe, regarding our directed trust administration […]
October 16, 2014
CTC Exhibiting at Southern California Tax & Estate Planning Forum
Our Director of Business Development, Dave Riebe, is attending the Southern California Tax & Estate Planning Forum at the Manchester Grand Hyatt […]
October 10, 2014
Vice President of Operations, Charles W. Horn III’s, Guest Post on Forbes.com
Recently, our Vice President of Operations, Charles W. Horn, III’s, had a guest post appear on Forbes’s Contributor Kelly Philips Erb’s page. […]
October 3, 2014
Commonwealth’s President, Cynthia D.M. Brown, speaks on Domestic Asset Protection Planning
Delaware is one of 15 states that allow some form of an asset protection trust, including inter vivos QTIP trusts. […]
September 26, 2014
2014 Delaware Trust Conference – A Novel Approach to Wealth Planning
Commonwealth Trust Company is a proud sponsor of the Delaware Trust Conference. Our President, Cynthia D.M. Brown, is a Discussion […]