As part of the Wilmington Trust and M&T Emerald Advisory Services® team, Marguerite is responsible for the development and delivery of strategic advice offerings. She provides personal wealth planning to high net worth individuals and their families through 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 recognized by the American Bankers Association as a member of the 40 Under 40 in Wealth Management, Class of 2021. She has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor at Drexel University’s Klein School of Law. She is a past member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and has co-chaired the section’s tax committee. Marguerite previously served as vice chair of the board of directors for WOMEN’S WAY.
July 21—The unexpected arrival of the COVID-19 pandemic created much disruption for families and businesses alike. Now is the time to ask: What can I do to better prepare my family and our business for the next potential crisis? National Director of Family Legacy Planning Marguerite Weese discusses the importance of taking the time to equip your family with the tools they need to weather the next storm.
Being prepared for whatever comes your way is the best way to protect what you’ve builtNo matter what role you play in owning and running your business—the entrepreneur, the CEO of an established business, or somewhere in between—you may often be so focused on building and growing the business that you’ve forgotten that your most important role is to protect what you’ve already built.
On May 7, Wilmington Trust and wealthmanagement.com hosted an informative webinar on Intentional Inheritance. Our family legacy experts shared their professional advice on how to plan for the successful transfer of your family’s wealth, especially during these turbulent times.
Implement tax-advantaged trust strategies under today’s tax laws.Tax reform created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers.The creation of section 199A brought a new, advantageous deduction to those in the real estate business.From a strategic planning perspective, real estate investors, owners, and developers may want to consider targeted trust strategies.
