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: Delaware Directed Trust
Choosing a Fiduciary
It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]
Read MoreDelaware Trusts: Built to Last
October 21, 2019
The 14th Annual Delaware Trust Conference, Delaware Trusts: Built to Last, is being held October 22nd and 23rd. Commonwealth Trust […]
Read MoreThe 46th Annual Midwest-Midsouth Estate Planning Institute
July 17, 2019
Commonwealth Trust Company is participating as a sponsor of the 46th Annual Midwest-Midsouth Estate Planning Institute being held July 25th – 26th […]
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 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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