Marital Agreement Alert: Change in Taxation of Trust Income Following Divorce Requires Immediate Attention

Sharon L. Klein |
Wealth Planning
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This marital agreement alert was recently published in the American Academy of Matrimonial Lawyers® – May 2019 Newsletter.  As a result of changes to the law that came into effect on January 1, 2019, trusts created during a marriage can have adverse tax consequences long after divorce. Accordingly, the tax impact of every trust created during the marriage should be carefully considered when negotiating a divorce settlement, or presenting the evidence to a court.

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Capital Perspectives May 2019

Tony Roth |
Investment Management
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In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he talks about the changes taking place on the global economic growth trajectory that have prompted his team to reevaluate its world view, what it means for the stock market in general, and the weighting on international developed equities, in particular.

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