Publications, Blog, and News

May 10, 2017

STEP Miami 8th Annual Summit

Commonwealth Trust Company is a sponsor of the STEP Miami 8th Annual Summit. The Summit will be held on May […]

March 15, 2017

New Partnership Audit Rules under the Bipartisan Budget Act of 2015

Prior to the enactment of the Bipartisan Budget Act of 2015 (“BBA”), partnership audits were conducted exclusively under rules set […]

13th Annual International Estate Planning Institute

Commonwealth Trust Company is a sponsor of the 13th Annual International Estate Planning Institute in New York, NY.  The institute […]

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 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, […]