When you are planning your estate and your spouse is not a US citizen, there is something very important to […]
Read MoreEstate Planning Considerations for the Non-Citizen Spouse
May 30, 2023
Tag: Wilmington Delaware trustee services
Choosing a Fiduciary
It’s well known that a directed trust offers a number of benefits over the traditional model of one fiduciary making […]
Read More56th Annual NAEPC Advanced Estate Planning Conference
October 29, 2019
Commonwealth Trust Company is proud to be a Sponsor of the 56th Annual NAEPC Advanced Estate Planning Conference being held […]
Read MoreThe 46th Annual Midwest-Midsouth Estate Planning Institute
July 17, 2019
Commonwealth Trust Company is participating as a sponsor of the 46th Annual Midwest-Midsouth Estate Planning Institute being held July 25th – 26th […]
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 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, […]
Read More11th Annual Delaware Trust Conference
June 14, 2016
Commonwealth Trust Company is a proud sponsor of the 11th Annual Delaware Trust Conference. The conference will be held on […]
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