Publications, Blog, and News

Insights from the Commonwealth team to keep you updated.
July 24, 2015

The Basics of BDITs

A Beneficiary Defective Inheritance Trust (“BDIT”) is an irrevocable trust that freezes the value of assets for gift and estate […]

June 16, 2015

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, […]

May 26, 2015

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 […]

AFHE 2015 Annual Conference

Our Director of Business Development recently attended the Attorneys for Family-Held Enterprises Annual Conference in Scottsdale, Arizona. AFHE is an […]

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