For estate planning practitioners, loans are a versatile tool which can be utilized to accomplish a broad range of goals. […]
Read MoreTrust Loans to Beneficiaries: A Topic of Interest
April 27, 2021
Tag: Commonwealth Trust Company
Volunteers from Commonwealth in Action
August 29, 2019
Two teams of Commonwealth Trust Company Associates volunteered at the Ronald McDonald House (RMH) in Wilmington, Delaware on August 1 […]
Read MoreCommonwealth participates in fundraiser
July 17, 2019
Fundraiser was for the Delaware Combined Campaign for Justice Golf Event. Since 1999, the Combined Campaign for Justice (CCJ) has […]
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 More13th Annual International Estate Planning Institute
Commonwealth Trust Company is a sponsor of the 13th Annual International Estate Planning Institute in New York, NY. The institute […]
Read MoreAmy Brown Joins Commonwealth Trust Company as Director of Business Integration
October 7, 2016
Commonwealth Trust Company announced today that Amy S. Brown has joined the firm to further develop their growing portfolio of […]
Read MoreCommonwealth Trust Company Sponsors the Southern California Estate Planning Forum
September 20, 2016
Commonwealth Trust Company is a proud sponsor of the Southern California Estate Planning Forum October 20-21, 2016 at The Manchester Grand […]
Read MoreCommonwealth Trust Company Sponsors the ACTEC 2016 Mid-Atlantic Regional Meeting
September 14, 2016
Commonwealth Trust Company is a proud sponsor of the ACTEC 2016 Mid-Atlantic Regional Meeting September 16-18, 2016 at the Hotel duPont […]
Read MoreProposed Regulations for Section 2704 of the Internal Revenue Code
August 5, 2016
Today, valuation discounts are permitted for interests in closely held family entities for transfer tax purposes. However, proposed regulations under […]
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