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...

Cindy Brown will be Co-Presenting a Webinar

Commonwealth Trust Company is pleased to announce that Cindy Brown will be co-presenting a webinar with Jocelyn Borowsky, Esquire of Duane Morris “Silent Trusts:  The Crossroads between the Duty to inform and Report and the Option to have a Silent Trust” on Friday,...

14th Annual International Estate Planning Institute

Commonwealth Trust Company is a sponsor of the 14th Annual International Estate Planning Institute. The Institute will be held on March 22-23 at the Crowne Plaza Times Square Manhattan in New York, New York. If you are attending the event, please stop by booth 9 to...

52nd Annual Heckerling Institute on Estate Planning

Commonwealth Trust Company is a sponsor of the 52nd Annual Heckerling Institute on Estate Planning. The Institute will be held on January 22-26 at Orlando World Center Marriott in Orlando, Florida. If you are attending the event, please stop by booth 533 to learn more...

Practical Considerations in Drafting Silent Trusts

When a client asks her attorney to draft a trust, they likely will spend most of their time talking about who the client wants to benefit and who the client wants to serve as trustee.  The attorney also should confer with the client about whether the client wants...

Increase Your Long-Term Gift, Not Your Gift Tax

You’ve decided it’s time to transition some of your wealth out of your estate and establish an irrevocable trust for your grandchildren.  You’re going to fund the trust with the maximum amount of money you can without triggering the gift tax or the generation-skipping...