The Tenth Annual DE Trust Conference

Last month, over fifty of the nation's top trust, legal and wealth management experts provided the latest information and opinions regarding Delaware trusts at the Tenth Annual Delaware Trust Conference. The conference exceeded expectations with more than 350+...

Fox Fall Forum October 21-23, Chicago, IL

The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular event brings together family office executives, family members, and leading advisors serving the ultra-wealthy community to discuss topics that are critical to...

Foundations of Delaware Trusts

A new series of educational programs was recently offered by the Delaware Bankers Association Financial Education Alliance known as the Foundations of Delaware Trusts. Our President, Cindy Brown, Our Vice President of Legal Affairs, Matt Rosin, as well as our Vice...

The Basics of BDITs

A Beneficiary Defective Inheritance Trust (“BDIT”) is an irrevocable trust that freezes the value of assets for gift and estate tax purposes when such assets are sold to the trust by a beneficiary (“beneficiary-seller”), who has the added benefit of being eligible to...