Today, valuation discounts are permitted for interests in closely held family entities for transfer tax purposes. However, proposed regulations under […]
Read MoreProposed Regulations for Section 2704 of the Internal Revenue Code
August 5, 2016
Tag: Delaware asset protection trust
Modification of Irrevocable Trusts by Consent of the Grantor, the Fiduciaries, and the Beneficiaries
August 2, 2016
Delaware is now an even better place to create and administer trusts. On Friday, July 29, 2016, Delaware Governor Jack Markell […]
Read MoreChoosing a Fiduciary
July 19, 2016
It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]
Read MoreCommonwealth Trust Company Sponsors 43rd Annual Midwest-Midsouth Estate Planning Institute
July 18, 2016
Commonwealth Trust Company is a proud sponsor of the 43rd Annual Midwest-Midsouth Estate Planning Institute on July 28 & 29, […]
Read More11th Annual Delaware Trust Conference
June 14, 2016
Commonwealth Trust Company is a proud sponsor of the 11th Annual Delaware Trust Conference. The conference will be held on […]
Read MoreLegislative Update: Delaware’s Premium Tax for Trust-Owned Private Placement Life Insurance is Now 0%
May 13, 2016
On May 5, 2016, House Bill 273, was created and signed into effect by Delaware Governor Jack Markell. Delaware’s premium […]
Read MoreSTEP Miami 7th Annual Summit
On Friday, May 20, 2016, our Director of Business Development along with our National Account Manager, Matt Wright, will […]
Read MoreUnderstanding Discretionary Distributions
May 10, 2016
The following “Understanding Discretionary Distributions” presentation highlights distribution considerations from a Trustee’s Perspective. The presentation features topics such as: Typical Distribution Standards, Communicating […]
Read MoreEstate Planning Considerations for the Non-Citizen Spouse
May 6, 2016
When you are planning your estate and your spouse is not a US citizen, there is something very important to […]
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