AFHE 2015 Summer Conference

Our Director of Business Development, Dave Riebe, will be attending the Attorneys for Family-Held Enterprises (“AFHE”) Summer Conference on June 17, 2015. Click the following link for the meeting agenda:  05.26.15 Summer Conference Meeting Agenda. AFHE is...

6th Annual STEP Miami Summit

Commonwealth Trust Company is a proud sponsor of the 6th Annual STEP Miami Summit which is being held in Miami Florida later this week at The Conrad Miami Hotel (May 28-29, 2015).  We encourage you to attend the programs and network with our Director of Business...

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...