Publications, Blog, and News

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 […]

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 Company […]

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 […]

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 3, 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 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 […]