Publications, Blog, and News

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 […]

March 1, 2016

11th Annual Lido Consulting Family Office Investment Symposium

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

February 4, 2016

2016 Annual Newsletter-Commonwealth Trust Company

Check out the Featured Article on International Developments Affecting Delaware Trusts, as well as the Special interests articles, The Directed Trustee […]

January 8, 2016

Feature Article in Trust & Estates December 2015 Issue “Achieving Situs: Why Ongoing Trust Administration is Critical”

We are pleased to announce that Commonwealth Trust Company’s President, Cynthia D.M. Brown, has co-authored a Feature Article in the […]

January 1, 2016

50th Annual Heckerling Institute – Orlando Florida January 11-15 2016

We look forward to the opportunity to meet with you to discuss the use of directed trusts at the 50th Annual […]