Estate 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 consider. Property that passes from the decedent spouse to the surviving spouse by reason of the decedent spouse’s death passes free of federal estate tax. ...

STEP International Tax and Estate Planning Forum

Our Director of Business Development, Dave Riebe, and our National Account Manager, Matt Wright, will be attending the STEP International Tax and Estate Planning Forum being held on May 5-6, 2016, in Laguna Beach, California.  The topics of the forum include:...

DBA 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 of the Delaware General Assembly on April 21st in Dover, DE.  Commonwealth is a proud sponsor of the...

AFHE 2016 Annual Conference

Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held April 19-21, 2016 in Washington, DC. Topics include but are not limited to: Reframing Family Enterprise Engagements: Evolving a...

Step It Up For Step-Up In Basis

The IRS announced the 2015 annual exclusion amount will rise to $5,430,000.  The continued rise of the annual exclusion has made U.S. taxpayers shift their focus from estate tax planning to income tax planning.  At the heart of that planning is cost basis management. ...

NYSBA & STEP 12th Annual International Estate Planning Institute

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use of directed trusts at The New York Bar Association and The Society of Trust and Estate Practitioners USA (STEP) 12th Annual International Estate...