Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
Read MoreTag: Delaware Directed Trustee Services
Estate Planning Considerations for the Non-Citizen Spouse
When you are planning your estate and your spouse is not a US citizen, there is something very important to […]
Read MoreChoosing a Fiduciary
It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]
Read MoreVolunteers from Commonwealth in Action
Two teams of Commonwealth Trust Company Associates volunteered at the Ronald McDonald House (RMH) in Wilmington, Delaware on August 1 […]
Read MoreNew Partnership Audit Rules under the Bipartisan Budget Act of 2015
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
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
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
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
Today, valuation discounts are permitted for interests in closely held family entities for transfer tax purposes. However, proposed regulations under […]
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