STEP New York – “A Comparison of U.S. Trust Beneficiaries”

Commonwealth Trust Company is pleased to announce that President, Cindy Brown will be speaking at STEP New York's January presentation.  The presentation entitled, "A Comparison of U.S. Trust Jurisdictions," is scheduled for January 11, 2018.  The topics that will be...

Increase Your Long-Term Gift, Not Your Gift Tax

You’ve decided it’s time to transition some of your wealth out of your estate and establish an irrevocable trust for your grandchildren.  You’re going to fund the trust with the maximum amount of money you can without triggering the gift tax or the generation-skipping...

2017 Delaware Trust Conference

Commonwealth Trust Company is a sponsor of the 2017 Delaware Trust Conference Winning the Wealth Management Game. The conference will be held on October 24 & 25, 2017 at the Chase Center at the Riverfront in Wilmington, DE.

44th Annual Midwest-Midsouth Estate Planning Institute

Commonwealth Trust Company is a sponsor of the 44th Annual Midwest-Midsouth Estate Planning Institute. The Institute will be held on July 27 & 28, 2017 at The Marriott Griffin Gate Resort in Lexington, Kentucky. If you are attending the event, please stop by...

STEP Miami 8th Annual Summit

Commonwealth Trust Company is a sponsor of the STEP Miami 8th Annual Summit. The Summit will be held on May 19, 2017 at The Conrad Miami Hotel. If you are attending the event, please stop by Commonwealth’s table in the exhibit area to learn more about our Delaware...

13th Annual International Estate Planning Institute

Commonwealth Trust Company is a sponsor of the 13th Annual International Estate Planning Institute in New York, NY.  The institute will be held on March 23-24, 2017 at the Crowne Plaza Hotel.  If you are attending the event, please visit Chris Major and Amy Brown at...