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 […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
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 […]
December 4, 2015
Commonwealth’s President and DBA Board Member, Cindy Brown, meets with Delaware Congressional Delegation
On Monday, November 30th, Cynthia D.M. Brown, President of Commonwealth Trust Company and Member of the Board of Directors of […]
November 2, 2015
The Tenth Annual DE Trust Conference
Last month, over fifty of the nation’s top trust, legal and wealth management experts provided the latest information and opinions […]
October 26, 2015
2015 Delaware Trust Conference – Vintage Wealth Planning…Aged to Perfection
At The Delaware Bankers Association (DBA) Financial Education Alliance’s Tenth Annual Delaware Trust conference you will experience vintage wealth planning […]
October 15, 2015
Fox Fall Forum October 21-23, Chicago, IL
The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular […]