Two teams of Commonwealth Trust Company Associates volunteered at the Ronald McDonald House (RMH) in Wilmington, Delaware on August 1 […]
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Understanding Discretionary Distributions
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
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
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
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
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
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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