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Lessons from the Tax Court Decision in the Estate of Michael Jackson

Sharon L. Klein |
Wealth Planning
A red carpet is traditionally used to mark the route taken by heads of state on ceremonial and formal occasions

It’s a Thriller! What is a celebrity’s name and image worth after they die? Michael Jackson’s name and image was valued on his estate tax return at ~$2,000, by the IRS on audit at ~$435 million and by the Tax Court at ~$4 million. In this September 14, 2021 podcast hosted by ACTEC, Fellows Sharon Klein and Tom Abendroth discuss the implications of this landmark case, explore planning techniques to minimize taxes and review the status of post-mortem publicity rights across the country.


Capital Perspectives October 2021

Tony Roth |
Investment Management
Capital Perspectives

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, who looks back on a nerve-racking month filled with whipsaw market volatility. Plus, weaker consumer activity led his team to revise down its 2021 full-year GDP forecast from 7.5% to 5.8%. He analyzes the four critical risks that continue to be at play and their potential impact on the team’s 9- to 12-month outlook.


The U.S. Green Infra Way Forward: Article by Will Marder featured in Refinitiv

Will Marder |
Corporate & Institutional

Head of Wilmington Trust Project Finance Will Marder shares his insights in this reprint published in the June 30, 2021 issues of Project Finance International. Will discusses how U.S. transactions will be completed in a wider variety of sectors and technologies in the coming years, and how the onshore renewables, offshore wine, transmission, and EV charging markets will benefit.