It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]
Read MoreChoosing a Fiduciary
May 30, 2023
Tag: Trust Company
Cindy Brown and Matt Rosin Co-Presented a Webinar
April 11, 2018
Cindy Brown and Matt Rosin co-presented a LISI webinar Grantor Trust Status: Things That Can Change a Trust’s Status on Friday, April […]
Read MoreNew Partnership Audit Rules under the Bipartisan Budget Act of 2015
March 15, 2017
Prior to the enactment of the Bipartisan Budget Act of 2015 (“BBA”), partnership audits were conducted exclusively under rules set […]
Read MoreAmy Brown Joins Commonwealth Trust Company as Director of Business Integration
October 7, 2016
Commonwealth Trust Company announced today that Amy S. Brown has joined the firm to further develop their growing portfolio of […]
Read MoreCommonwealth Trust Company Sponsors the Southern California Estate Planning Forum
September 20, 2016
Commonwealth Trust Company is a proud sponsor of the Southern California Estate Planning Forum October 20-21, 2016 at The Manchester Grand […]
Read MoreCommonwealth Trust Company Sponsors the ACTEC 2016 Mid-Atlantic Regional Meeting
September 14, 2016
Commonwealth Trust Company is a proud sponsor of the ACTEC 2016 Mid-Atlantic Regional Meeting September 16-18, 2016 at the Hotel duPont […]
Read MoreProposed Regulations for Section 2704 of the Internal Revenue Code
August 5, 2016
Today, valuation discounts are permitted for interests in closely held family entities for transfer tax purposes. However, proposed regulations under […]
Read MoreModification of Irrevocable Trusts by Consent of the Grantor, the Fiduciaries, and the Beneficiaries
August 2, 2016
Delaware is now an even better place to create and administer trusts. On Friday, July 29, 2016, Delaware Governor Jack Markell […]
Read MoreCommonwealth Trust Company Sponsors 43rd Annual Midwest-Midsouth Estate Planning Institute
July 18, 2016
Commonwealth Trust Company is a proud sponsor of the 43rd Annual Midwest-Midsouth Estate Planning Institute on July 28 & 29, […]
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