Cindy Brown, President of Commonwealth Trust Company, summarizes the highlights of the 2020 Trust Act.
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 MoreCindy Brown, Chair of the DBA
May 31, 2019
Commonwealth Trust Company congratulates and recognizes Cindy Brown, President for her outstanding contributions and service as Chair of the DBA. […]
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 MoreTrust 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 […]
Read MoreStep It Up For Step-Up In Basis
March 17, 2016
The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]
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