March 25, 2024
The State of the Corporate Transparency Act is Anything But Clear
On March 1, 2024, the Northern District of Alabama declared the Corporate Transparency Act (the “Act”) unconstitutional. In the case, […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
March 12, 2024
What is ESG Investing?
Explore ESG investing in family trusts, aligning investments with values for environmental, social, and governance impact. Learn strategies for effective implementation and communication.
January 30, 2024
An Introduction to Beneficiary Well-Being Trusts
A new concept in estate planning, well-being trusts are primarily focused on the long-term wellbeing and happiness of the beneficiaries, addressing some of the shortcomings of more traditional trusts.
January 17, 2024
How to Choose The Best State to Set Up Your Trust
We go over the best states for personal trusts, covering major considerations like taxes, privacy, asset protection, decanting, and types of trusts.
November 14, 2023
Commonwealth Trust’s 2023 Events, Seminars, and Speaking Engagements
Our team traveled around the country this year to sponsor and attend estate planning and trust events, and share our expertise and knowledge through seminars and panels.
November 6, 2023
Domesticating a Foreign Trust
Historically, many high-net-worth families chose to create trusts offshore due to the extensive asset protection and privacy laws offered by […]
October 17, 2023
Letter of Wishes: A Valuable Tool in Domestic Trust Planning
Creating a trust is a huge leap of faith for most individuals. It means trusting someone else to make decisions […]
September 19, 2023
Modernizing Outdated Delaware Trusts
When establishing a trust, one of the biggest concerns for a family is how the trust instrument, often an irrevocable […]
September 7, 2023
Delaware Trust Act 2023
Delaware Trust Act 2023 (the “Act”) was signed into law on August 31, 2023 by Governor Carney. Below is a […]