Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
Read MoreThe Trust Instrument: How Trustees Interpret Common Trust Provisions
May 30, 2023
Tag: Corporate Trustee
New 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 MoreDBA 6th Annual Legislative Reception
April 25, 2016
James A. Horty, III, Vice President of Commonwealth Trust Company attended the Delaware Bankers Association’s (“DBA”) 6th Annual Legislative Reception for members […]
Read MoreCommonwealth Trust Company to Sponsor The Resource Group Annual Meeting
April 11, 2016
We are pleased to be a sponsor of the upcoming annual meeting of The Resource Group. As an Independent Directed Trust Company […]
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 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 More2015 Delaware Trust Conference – Vintage Wealth Planning…Aged to Perfection
October 26, 2015
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
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 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 […]
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