May 13, 2016
STEP Miami 7th Annual Summit
On Friday, May 20, 2016, our Director of Business Development along with our National Account Manager, Matt Wright, will be […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
CTC President, Cindy Brown, attends Delaware Bankers Association’s 121st Annual Meeting
On May 12, 2016, Commonwealth Trust Company’s President, Cindy Brown, attended the Delaware Bankers Association’s 121st Annual Meeting in Wilmington, […]
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 […]