Publications, Blog, and News

May 6, 2016

Estate Planning Considerations for the Non-Citizen Spouse

When you are planning your estate and your spouse is not a US citizen, there is something very important to […]

May 4, 2016

STEP International Tax and Estate Planning Forum

Our Director of Business Development, Dave Riebe, and our National Account Manager, Matt Wright, will be attending the STEP International […]

April 25, 2016

DBA 6th Annual Legislative Reception

James A. Horty, III, Vice President of Commonwealth Trust Company attended the Delaware Bankers Association’s (“DBA”) 6th Annual Legislative Reception for members […]

The Trust Instrument: How Trustees Interpret Common Trust Provisions

Many considerations go into the planning and drafting of a trust instrument:  For what purpose do you need the trust?  […]

April 11, 2016

Commonwealth Trust Company to Sponsor The Resource Group Annual Meeting

  We are pleased to be a sponsor of the upcoming annual meeting of The Resource Group. As an Independent Directed Trust […]

April 4, 2016

AFHE 2016 Annual Conference

Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held […]

Trust 101: The Basics of Delaware Trust Planning

The following Trust 101 presentation highlights the “Basics” of Delaware trust planning featuring topics such as:  Delaware Trust Planning, International […]

March 17, 2016

Step It Up For Step-Up In Basis

The IRS announced the 2015 annual exclusion amount will rise to $5,430,000.  The continued rise of the annual exclusion has […]

March 11, 2016

NYSBA & STEP 12th Annual International Estate Planning Institute

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use […]