Publications, Blog, and News

Insights from the Commonwealth team to keep you updated.

October 7, 2016

Amy Brown Joins Commonwealth Trust Company as Director of Business Integration

Commonwealth Trust Company announced today that Amy S. Brown has joined the firm to further develop their growing portfolio of […]

September 20, 2016

Commonwealth Trust Company Sponsors the Southern California Estate Planning Forum

Commonwealth Trust Company is a proud sponsor of the Southern California Estate Planning Forum October 20-21, 2016 at The Manchester Grand […]

September 14, 2016

Commonwealth Trust Company Sponsors the ACTEC 2016 Mid-Atlantic Regional Meeting

Commonwealth Trust Company is a proud sponsor of the ACTEC 2016 Mid-Atlantic Regional Meeting September 16-18, 2016 at the Hotel duPont […]

August 5, 2016

Proposed Regulations for Section 2704 of the Internal Revenue Code

Today, valuation discounts are permitted for interests in closely held family entities for transfer tax purposes. However, proposed regulations under […]

August 2, 2016

Modification of Irrevocable Trusts by Consent of the Grantor, the Fiduciaries, and the Beneficiaries

Delaware is now an even better place to create and administer trusts. On Friday, July 29, 2016, Delaware Governor Jack Markell […]

July 19, 2016

Choosing a Fiduciary

It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]

July 18, 2016

Commonwealth Trust Company Sponsors 43rd Annual Midwest-Midsouth Estate Planning Institute

Commonwealth Trust Company is a proud sponsor of the 43rd Annual Midwest-Midsouth Estate Planning Institute on July 28 & 29, […]

June 24, 2016

Delaware Business Times Interview with Commonwealth’s President Cindy Brown

Commonwealth’s President, Cindy Brown, was recently interviewed by the Delaware Business Times regarding the Trust and Wealth Management Minor at the […]

June 14, 2016

11th Annual Delaware Trust Conference

Commonwealth Trust Company is a proud sponsor of the 11th Annual Delaware Trust Conference. The conference will be held on […]

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