FinCEN’s Beneficial Ownership Rule

Ola Tucker, JD, CAMS has written an article How Shell Companies Might be Circumventing FinCEN's Beneficial Ownership Rule. Click to view the article:  https://www.corporatecomplianceinsights.com/shell-companies-beneficial-ownership/  

The ABCs of DINGs

A Delaware Incomplete gift Non-Grantor Trust (a “DING”) may be an attractive state income tax planning option for individuals living in states that do not tax trusts based on the residence of trust’s grantor or its beneficiaries. DINGs offer a number of additional...

Commonwealth participates in fundraiser

Fundraiser was for the Delaware Combined Campaign for Justice Golf Event.  Since 1999, the Combined Campaign for Justice (CCJ) has been a coordinated approach to fundraising to support Delaware’s three nonprofit legal aid agencies, ensuring statewide and coordinated...

Commonwealth Volunteers

Associates from Commonwealth Trust Company volunteering in the community at the Ronald McDonald House in Wilmington, Delaware June 5, 2019 help to prepare the grounds for the upcoming 28th Birthday Party.

Cindy Brown, Chair of the DBA

Commonwealth Trust Company congratulates and recognizes Cindy Brown, President for her outstanding contributions and service as Chair of the DBA.  Pictured below Cindy hands the Chair's gavel to incoming Chair Elizabeth Albano.  

2019 STEP Miami Annual Summit

Commonwealth Trust Company is excited to be a sponsor of the 2019 STEP Miami Annual Summit. The Summit is being held Friday, May 31 at the Four Seasons Hotel in Miami. Visit with Matthew Wright in the exhibit area to learn how Commonwealth can be of service. While you...

TMA Seminar

Cynthia Brown, President and Caroline Horty Dickerson, CEO will be traveling to Naples, FL to attend the 2019 Trust & Wealth Executive Seminar May 1 - 3. The focus of this seminar is on issues affecting the trust and wealth management industry.

2019 Heckerling Institute

Commonwealth Trust Company will be exhibiting at the 53rd Annual Heckerling Institute on Estate Planning January 14 - 18.  The Institute is being held at the Orlando World Center Marriott Resort and Convention Center in Orlando, Florida.  If you are attending the...