Commonwealth Trust Company explores what a directed trust is, how it works, and the benefits it offers.
Read MoreWhat is a Directed Trust
June 1, 2023
Tag: directed trusts
The Trust Instrument: How Trustees Interpret Common Trust Provisions
May 30, 2023
Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
Read MoreEstate 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 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 be […]
Read MoreCTC President, Cindy Brown, attends Delaware Bankers Association’s 121st Annual Meeting
On May 12, 2016, Commonwealth Trust Company’s President, Cindy Brown, attended the Delaware Bankers Association’s 121st Annual Meeting in Wilmington, […]
Read MoreDBA 6th Annual Legislative Reception
April 25, 2016
James A. Horty, III, Vice President of Commonwealth Trust Company attended the Delaware Bankers Association’s (“DBA”) 6th Annual Legislative Reception for members […]
Read MoreCommonwealth Trust Company to Sponsor The Resource Group Annual Meeting
April 11, 2016
We are pleased to be a sponsor of the upcoming annual meeting of The Resource Group. As an Independent Directed Trust Company […]
Read MoreStep It Up For Step-Up In Basis
March 3, 2016
The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]
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