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...

CTC Exhibiting at ACTEC Mid-Atlantic Meeting in Washington DC

Commonwealth Trust Company is a proud sponsor of the American College of Trust and Estate Counsel ("ACTEC") 2014 Mid-Atlantic Regional Meeting and our Director of Business Development, Dave Riebe, looks forward to seeing you at this year's meeting being held from...

The Tax Consequences of Decanting

Decanting is a common estate planning technique which enables one to amend an irrevocable trust.  This presentation provides a synopsis of trust decantings and underscores issues related to tax matters which one should consider when decanting a trust.  This...