11th Annual International Estate Planning Institute

Commonwealth's Director of Business, David R. Riebe, looks forward to the opportunity to discuss your take on the increased use of directed trusts at The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) presentation of...

2015 Tax Inflation Adjustments

The 2015 inflation adjustments have been announced for estate, gift and generation-skipping transfer tax. The annual exclusion amount for 2015 will remain at $14,000, while the estate, gift and generation-skipping transfer tax exemption amounts have been increased to...

CTC 2015 Annual Newsletter

Commonwealth Trust Company's 2015 Annual Newsletter includes the following topics: Delaware Tax Trap Planning - How to Take Advantage of a Step-Up in Income Tax Basis in a World of Increased Estate Tax Exemptions Delaware Asset Protection Trusts as an Alternative to...

49th Annual Heckerling Institute on Estate Planning (2015)

We look forward to the opportunity to meet with you to discuss your take on the increased use of directed trusts at the 49th Annual Heckerling Institute on Estate Planning, being held at the Orlando World Center Marriott Resort and Convention Center from January...

CTC Exhibiting at Southern California Tax & Estate Planning Forum

Our Director of Business Development, Dave Riebe, is attending the Southern California Tax & Estate Planning Forum at the Manchester Grand Hyatt in San Diego on October 16th and 17th and would appreciate the opportunity to meet with you in person to discuss our...