Marguerite is responsible for the development and delivery of strategic advice offerings for clients of Wilmington Trust and M&T Emerald Advisory Services. She provides families and business owners with personal wealth planning and fiduciary services to assist them in the design and implementation of their estate, business succession, and family legacy plans.
Prior to joining Wilmington Trust, Marguerite was an associate in Pricewaterhouse-Coopers’ personal financial services group in their Philadelphia office. She holds a JD and master of laws (LL.M.) in taxation from Villanova University’s Charles Widger School of Law, and earned her bachelor’s of science and bachelor’s of arts degrees from the University of Maryland, College Park.
Marguerite has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor art Drexel University’s Klein School of Law. She is a member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee. Marguerite is on the board of directors for WOMEN’S WAY.
In a perfect world, creating and implementing your estate plan would be a straightforward process. Your intended distribution of assets would meet your goals and your family would see the plan as equitable to everyone.
In reality, however, developing an effective estate plan can be a challenge both emotionally and financially. For example, you may own an illiquid asset that comprises a large part of your estate, such as a closely held business or income-producing real estate.
Seize the opportunity to make the most of your estate plan. As with any change in tax legislation, the Tax Cuts and Jobs Act of 2017 gives rise to valuable estate planning opportunities.The new tax law serves as a good reminder to review your estate plan to be sure that it is consistent with your current goals and is flexible to promote tax efficiency under today’s tax laws.
Learn three best practices to help families overcome fears of demotivation.Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members.The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen trust.
