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...

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 an...

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...

AFHE 2015 Annual Conference

Our Director of Business Development, Dave Riebe, recently attended the Attorneys for Family-Held Enterprises ("AFHE") Annual Conference in Scottsdale, Arizona. AFHE is an independent, non-profit association of attorneys and other professionals who provide...

Delaware Bankers Association 2015 Legislative Reception

The Delaware Bankers Association ("DBA") Legislative Reception was held at Dover Downs last month. The Reception is held for the members of the Delaware General Assembly so that DBA members can meet one-on-one with Delaware's state representatives to promote the...