Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use […]
Read MoreNYSBA & STEP 12th Annual International Estate Planning Institute
March 11, 2016
Tag: Commonwealth Trust
Step 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 MoreThe Tenth Annual DE Trust Conference
November 2, 2015
Last month, over fifty of the nation’s top trust, legal and wealth management experts provided the latest information and opinions […]
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 MoreLegislative Update: Trust Act 2015
On August 7, 2015, House Bill 164, known as the Trust Act (the “Act”), was signed into law by Governor […]
Read MoreCommonwealth Trust Company President to Speak at 35th Annual Tax & Estate Planning Forum
July 29, 2015
We are pleased to advise that Cynthia “Cindy” D.M. Brown, J.D., TEP, President of Commonwealth Trust Company, will be speaking at […]
Read MoreLegislative Update: AN ACT TO AMEND TITLE 12 OF THE DELAWARE CODE RELATING TO FIDUCIARY RELATIONS.
On July 10, 2015, Senate Bill 42 was signed into law by Governor Jack Markell. The legislation codified existing law […]
Read MoreThe Basics of BDITs
July 24, 2015
A Beneficiary Defective Inheritance Trust (“BDIT”) is an irrevocable trust that freezes the value of assets for gift and estate […]
Read MoreCTC sponsors UK CLE’s 42nd Annual Midwest-Midsouth Estate Planning Conference
July 17, 2015
Commonwealth Trust Company is a proud sponsor of the Midwest-Midsouth Estate Planning Institute and our Director of Business Development, David Riebe, looks forward […]
Read More