Commonwealth Trust Company

CTC to exhibit at Estate Planners Day on Wednesday May 9th at the Yale Club in NYC

Kristen — Mon, 16 Apr 2012 15:06:41 +0000

Again, we are pleased to be an exhibitor at the Estate Planning Counsel of New York City, Inc.’s annual Estate Planners Day.

We look forward to seeing you! Please stop by Table #13 to say hello or to discuss CTC’s directed trust administration services.

CTC to Exhibit at NYSBA 8th Annual International Estate Planning Institute

Kristen — Mon, 19 Mar 2012 14:10:58 +0000

Please visit us at the Marriott Marquis in NYC on March 22-23 2012 as we are pleased to be an exhibitor of the NYSBA 8th Annual International Estate Planning Institute! We look forward to meeting with you in person to discuss our services.

The Trust Advisor names CTC one of the Top Trust Firms

Kristen — Thu, 16 Feb 2012 22:59:03 +0000

We are pleased to have been named in the Winners’ List for Advisor Friendliness – See the write up by clicking the link America’s Most Advisor-Friendly Trust Companies .

CTC to Exhibit at the 46th Annual Heckerling Institute of Estate Planning

Kristen — Fri, 06 Jan 2012 15:30:15 +0000

We look forward to meeting the attorneys, accountants, insurance advisors, and wealth management professionals who are attending the 46th Annual Heckerling Institute in Orlando, Florida this upcoming January 9-13, 2012.

Please visit our booth 514 to discuss how we can partner with you to provide your clients with sophisticated, professional trust administration solutions.

Commonwealth Trust Company Would Like to Wish You a Happy New Year!

Kristen — Fri, 30 Dec 2011 23:04:25 +0000

2012 Newsletter

ctc_admin — Fri, 30 Dec 2011 10:57:26 +0000

Click here to download the 2012 Newsletter.

Joint Select Committee on Deficit Reduction to Make Recommendations on November 23, 2011

Kristen — Mon, 14 Nov 2011 13:30:58 +0000

There is speculation that The Joint Select Committee on Deficit Reduction (sometime referred to as the “Super Committee”), the bipartisan Congressional committee charged with producing legislation to cut $1.2 trillion from the federal deficit over the coming decade, is going to recommend a reduction in the federal gift, estate and generation-skipping transfer (“GST”) tax exemptions when it releases its recommendations on November 23. More specifically, included in the rumored recommendations are the following:

Reduce to $3.5 million the current $5 million estate tax exemption and $5 million GST tax exemption, which are in place through 2012 under current law
Reduce to $1 million the current $5 million gift tax exemption, also in place through 2012 under current law. (Note: there is further speculation that the Super Committee will recommend reducing the federal gift tax exemption to $1 million as of December 31, 2011 or as early as the November 23, 2011.)

While it is too soon to tell whether or not these rumors will be accurate, we would suggest that anyone who was planning to take advantage of the current exemptions, contact their attorneys promptly to discuss how this could affect your estate planning.

CTC Sponsors the 2011 Delaware Trust Conference, Wilmington, DE November 29-30 2011

Kristen — Mon, 17 Oct 2011 13:24:28 +0000

CTC is proud to be a Silver Sponsor of the upcoming Delaware Trust Conference!

A Member of CTC’s Legal Advisory Board named to 2012 Best Lawyers list

Kristen — Mon, 17 Oct 2011 13:20:34 +0000

Best Lawyers has named W. Donald Sparks, II, Esquire, a member of CTC’s Legal Advisory Board, to their 2012 Best Lawyers of the Year list.

October 17 – 23, 2011 has been named National Estate Planning Awareness Week!

Kristen — Tue, 04 Oct 2011 20:15:39 +0000