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Episode 26: Capital Markets Forecast 2021
ESG investing strategies—Are they right for your portfolio?

Tony Roth |
Wilmington WealthWise with Tony Roth

December 14—Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.Robert Sitkoff, John L. Gray Professor of Law at Harvard University Please listen to important disclosures at the end of the podcast.


Matter of Cleopatra Cameron Irrevocable Gift Trust: A Closer Look

Richard W. Nenno |
Wealth Planning

This article reprint was published in the November 2020 issue of the BNA Tax Management Estates, Gifts and Trusts Journal and provides an overview of the Cameron Trust Case, which clarifies the creditor protection that is available through third-party and self-settled trusts.Please see important disclosures at the end of the article.