Prior to the enactment of the Bipartisan Budget Act of 2015 (“BBA”), partnership audits were conducted exclusively under rules set […]
Read MoreTag: Corporate Trustee
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 […]
Read MoreThe Trust Instrument: How Trustees Interpret Common Trust Provisions
Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
Read MoreCommonwealth 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 […]
Read MoreAFHE 2016 Annual Conference
Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held […]
Read MoreStep 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 […]
Read More2015 Delaware Trust Conference – Vintage Wealth Planning…Aged to Perfection
At The Delaware Bankers Association (DBA) Financial Education Alliance’s Tenth Annual Delaware Trust conference you will experience vintage wealth planning […]
Read MoreFox Fall Forum October 21-23, Chicago, IL
The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular […]
Read MoreCTC sponsors UK CLE’s 42nd Annual Midwest-Midsouth Estate Planning Conference
Commonwealth Trust Company is a proud sponsor of the Midwest-Midsouth Estate Planning Institute and our Director of Business Development, David Riebe, looks forward […]
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