Commonwealth Trust Company is participating as a sponsor of the 46th Annual Midwest-Midsouth Estate Planning Institute being held July 25th – 26th […]
Read MoreThe 46th Annual Midwest-Midsouth Estate Planning Institute
July 17, 2019
Tag: Trust Administration
DBA 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 MoreFeature Article in Trust & Estates December 2015 Issue “Achieving Situs: Why Ongoing Trust Administration is Critical”
January 8, 2016
We are pleased to announce that Commonwealth Trust Company’s President, Cynthia D.M. Brown, has co-authored a Feature Article in the […]
Read More50th Annual Heckerling Institute – Orlando Florida January 11-15 2016
January 1, 2016
We look forward to the opportunity to meet with you to discuss the use of directed trusts at the 50th Annual […]
Read MoreThe Tenth Annual DE Trust Conference
November 2, 2015
Last month, over fifty of the nation’s top trust, legal and wealth management experts provided the latest information and opinions […]
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