Asset Protection Archives | Page 2 of 2 | Commonwealth Trust Company

Commonwealth is a Proud Corporate Founder of the First Accredited Trust and Wealth Management Minor in the Nation.

June 1, 2016

Commonwealth Trust Company is a proud corporate Founder of the first Accredited Trust & Wealth Management Minor in the Nation […]

STEP International Tax and Estate Planning Forum

May 4, 2016

Our Director of Business Development, Dave Riebe, and our National Account Manager, Matt Wright, will be attending the STEP International […]

The Basics of BDITs

July 24, 2015

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

CTC’s President, Cynthia D.M. Brown’s, Article Published by Steve Leimberg re: Creating a Delaware Asset Protection Trust

November 17, 2014

Cynthia D.M. Brown, Esquire article on the Delaware Qualified Dispositions in Trust Act was published in Steve Leimberg’s Asset Protection Planning […]

Commonwealth’s President, Cynthia D.M. Brown, speaks on Domestic Asset Protection Planning

October 3, 2014

Delaware is one of 15 states that allow some form of an asset protection trust, including inter vivos QTIP trusts. […]

CTC to Exhibit at 48th Annual Heckerling Institute on Estate Planning

December 23, 2013

Commonwealth Trust Company will be exhibiting at the 48th Annual Heckerling Institute on Estate Planning, being held at the Orlando World Center Marriott […]

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