Two teams of Commonwealth Trust Company Associates volunteered at the Ronald McDonald House (RMH) in Wilmington, Delaware on August 1 […]
Read MoreVolunteers from Commonwealth in Action
August 29, 2019
Tag: Trust Administration Services
Understanding 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 […]
Read MoreEstate Planning Considerations for the Non-Citizen Spouse
May 6, 2016
When you are planning your estate and your spouse is not a US citizen, there is something very important to […]
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 MoreThe Trust Instrument: How Trustees Interpret Common Trust Provisions
Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
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 […]
Read MoreAFHE 2016 Annual Conference
April 4, 2016
Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held […]
Read MoreTrust 101: The Basics of Delaware Trust Planning
The following Trust 101 presentation highlights the “Basics” of Delaware trust planning featuring topics such as: Delaware Trust Planning, International […]
Read MoreCommonwealth Trust Named One of America’s Most Advisor-Friendly Trust Companies
July 14, 2014
For the third consecutive year, Commonwealth Trust Company, a Delaware privately held boutique trust company, was rated by TheTrustAdvisor.com as “One of America’s Most Advisor-Friendly […]
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