Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use […]
Read MoreNYSBA & STEP 12th Annual International Estate Planning Institute
March 11, 2016
Tag: Estate Planning
Step 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 […]
Read MoreCTC sponsors UK CLE’s 42nd Annual Midwest-Midsouth Estate Planning Conference
July 17, 2015
Commonwealth Trust Company is a proud sponsor of the Midwest-Midsouth Estate Planning Institute and our Director of Business Development, David Riebe, looks forward […]
Read MoreFifty States of Grey – The Complex Rules of State Income Taxation for Trusts
May 8, 2015
Fifty States of Grey – The Complex Rules of State Income Taxation for Trusts[1] Currently, seven states do not subject […]
Read More11th Annual International Estate Planning Institute
March 12, 2015
Commonwealth’s Director of Business, David R. Riebe, looks forward to the opportunity to discuss your take on the increased use […]
Read More49th Annual Heckerling Institute on Estate Planning (2015)
December 31, 2014
We look forward to the opportunity to meet with you to discuss your take on the increased use of directed […]
Read MoreCommonwealth Trust Company, Bronze Sponsor, of the ABA RPTE Spring Symposia
March 21, 2014
Commonwealth Trust Company is pleased to be a Bronze Sponsor of the upcoming American Bar Association Section of Real Property, Trust […]
Read MoreCTC to Exhibit at USC Gould School of Law 2014 Tax Institute Jan 27-29, 2014
January 23, 2014
We would welcome an opportunity to speak with you regarding our Delaware Directed Trustee Services and how we can partner […]
Read MoreCTC exhibiting at Midwest-Midsouth EPI, Marriott Griffin Gate Lexington KY July 25 & 26th
July 25, 2013
James A. “Jimmy” Horty, III would be more than pleased to discuss the advantages of Delaware and how Commonwealth can […]
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