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.
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.
May 5—In this time of uncertainty, many are anxious about what they need to do to ensure their affairs are in order. What do I do if I get sick or I’m quarantined? Who will handle my affairs? How do I even get these documents signed? National Director of Family Legacy Planning, Marguerite Weese, provides some valuable guidance as you consider the importance of keeping your key documents up to date, particularly during these turbulent times.
Seize the opportunity to make the most of your estate plan while the current laws are still in place.As with any change in tax legislation, the 2017 Tax Cuts and Jobs Act (the Tax Act) gave rise to valuable planning opportunities. The current 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.
