On August 6, 2020, Governor John C. Carney signed Delaware’s Trust Act 2020 into law. Below are some highlights of […]
Read MoreTrust Act 2020
September 29, 2020
Tag: administrative trustee
56th Annual NAEPC Advanced Estate Planning Conference
October 29, 2019
Commonwealth Trust Company is proud to be a Sponsor of the 56th Annual NAEPC Advanced Estate Planning Conference being held […]
Read MoreTMA Seminar
April 29, 2019
Cynthia Brown, President and Caroline Horty Dickerson, CEO will be traveling to Naples, FL to attend the 2019 Trust & […]
Read MoreNew Partnership Audit Rules under the Bipartisan Budget Act of 2015
March 15, 2017
Prior to the enactment of the Bipartisan Budget Act of 2015 (“BBA”), partnership audits were conducted exclusively under rules set […]
Read MoreSTEP International Tax and Estate Planning Forum
May 4, 2016
Our Director of Business Development, Dave Riebe, and our National Account Manager, Matt Wright, will be attending the STEP International […]
Read MoreAFHE 2016 Annual Conference
April 4, 2016
Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held […]
Read MoreNYSBA & STEP 12th Annual International Estate Planning Institute
March 11, 2016
Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use […]
Read MoreStep It Up For Step-Up In Basis
March 3, 2016
The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]
Read MoreFox Fall Forum October 21-23, Chicago, IL
October 15, 2015
The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular […]
Read More