Commonwealth Trust Company announced today that Amy S. Brown has joined the firm to further develop their growing portfolio of […]
Read MoreAmy Brown Joins Commonwealth Trust Company as Director of Business Integration
October 7, 2016
Tag: Delaware Trust Company
Commonwealth 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 […]
Read MoreModification 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 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 […]
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