Our Director of Business Development, Dave Riebe, looks forward to meeting with you at the AFHE 2016 Annual Conference, being held […]
Read MoreAFHE 2016 Annual Conference
April 4, 2016
Tag: Delaware trusts
50th Annual Heckerling Institute – Orlando Florida January 11-15 2016
January 1, 2016
We look forward to the opportunity to meet with you to discuss the use of directed trusts at the 50th Annual […]
Read MoreLegislative Update: Trust Act 2015
October 15, 2015
On August 7, 2015, House Bill 164, known as the Trust Act (the “Act”), was signed into law by Governor […]
Read MoreCommonwealth Trust Company President to Speak at 35th Annual Tax & Estate Planning Forum
July 29, 2015
We are pleased to advise that Cynthia “Cindy” D.M. Brown, J.D., TEP, President of Commonwealth Trust Company, will be speaking at […]
Read MoreThe 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 […]
Read MoreAFHE 2015 Summer Conference
June 16, 2015
Our Director of Business Development, Dave Riebe, will be attending the Attorneys for Family-Held Enterprises (“AFHE”) Summer Conference on June 17, […]
Read MoreTrustco Bank v. Mathews, et al., C.A. No. 8374-VCP, (Del. Ch. Jan. 22, 2015).
February 13, 2015
Trustco Bank v. Mathews, et al., C.A. No. 8374-VCP, (Del. Ch. Jan. 22, 2015). In a recent decision by Vice […]
Read More49th Annual Heckerling Institute on Estate Planning (2015)
December 31, 2014
We look forward to the opportunity to meet with you to discuss your take on the increased use of directed […]
Read MoreCTC’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 […]
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