Step It Up For Step-Up In Basis

The IRS announced the 2015 annual exclusion amount will rise to $5,430,000.  The continued rise of the annual exclusion has made U.S. taxpayers shift their focus from estate tax planning to income tax planning.  At the heart of that planning is cost basis management. ...

NYSBA & STEP 12th Annual International Estate Planning Institute

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use of directed trusts at The New York Bar Association and The Society of Trust and Estate Practitioners USA (STEP) 12th Annual International Estate...

11th Annual Lido Consulting Family Office Investment Symposium

Our Director of Business Development, Dave Riebe, looks forward to the opportunity to meet with you to discuss the use of directed trusts at the 11th Annual Lido Consulting Family Office Investment Symposium, being held at the Loews Hotel in Santa Monica, California...

2016 Annual Newsletter-Commonwealth Trust Company

Check out the Featured Article on International Developments Affecting Delaware Trusts, as well as the Special interests articles, The Directed Trustee is the Perfect Family Office Partner and New Delaware Legislation is Making Noise in the World of Quiet Trusts all...

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+...