What Every Matrimonial Attorney Should Know About the Latest Trusts & Estates Developments

Sharon L. Klein |
Wealth Planning
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Important updates and insights for matrimonial advisors when helping a client face divorce.Key estate planning-related considerations in pre-marital planning are explored, including portability, asset protection trusts, and silent trusts.Learn how multi-disciplinary considerations can impact divorce planning when dealing with trust & estate, matrimonial, and religious law.

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Capital Perspectives June 2019

Tony Roth |
Investment Management
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In the June issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he talks about the confluence of political and economic factors that led our Investment Committee to reduce a years-long overweight to equities—with the proceeds shifted first into cash, and later, fixed income—and our continuing concerns.

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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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