Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
Read MoreTag: Directed Trustee
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 More56th Annual NAEPC Advanced Estate Planning Conference
Commonwealth Trust Company is proud to be a Sponsor of the 56th Annual NAEPC Advanced Estate Planning Conference being held […]
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 More13th Annual International Estate Planning Institute
Commonwealth Trust Company is a sponsor of the 13th Annual International Estate Planning Institute in New York, NY. The institute […]
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 […]
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