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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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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Four Divorce Risks Your Clients May Not Know Exist

Blair Talty |
Wealth Planning
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Help clients take a long-term view to protect family wealth during divorce.Divorce can derail family wealth and affect generations far beyond just one couple.Even those who are not divorcing or contemplating divorce—including those beginning prenuptial planning—could benefit from knowing what’s at stake in the event of a divorce, be it their own or that of a business partner, parent, sibling, or descendent.

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