Video: Conversations from the Hawaii Tax Institute

Alvina H. Lo and Brian Oard |
Wealth Planning

Wilmington Trust’s Brian Oard, Alvina Lo, and Adam Bakash sat down with industry experts at the 2018 Hawaii Tax Institute to discuss trends in the tax and wealth transfer industry. Please see important disclosures at the end of the video.Click here to watch more conversations from the Hawaii Tax Institute.

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Videos: Tax Considerations for Private Foundations and Charitable Trusts

Brian Oard and Alvina H. Lo |
Wealth Planning
Doug M Alvina Brian 2018 Hawaii 2.png

Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private FoundationsCharitable LegacyPlease see important disclosures at the end of each video.

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

Sharon L. Klein |
Wealth Planning

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.