Video: Why the First State Remains the Top Choice for Personal Trusts

Jeffrey C. Wolken |
Wealth Planning
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Delaware was the first state to pioneer many innovative trust laws, but the competition for trusts is fierce among the states. Wilmington Trust’s National Director, Delaware Trust Planning Jeff Wolken, sits down with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning to share his insights on how Delaware sets itself apart from other states.Please see important disclosures at the end of the video.

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Video: Planning Opportunities for Business Owners

Andrew J. Horwitz, CFP® |
My Business
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Wilmington Trust’s Deputy Chief Wealth Strategist Drew Horwitz offers timely planning advice to business owners at the 54th Annual Heckerling Institute on Estate Planning. Watch his conversation with Susan Lipp, editor in chief of Trust & Estates magazine, on the importance of planning early while still running a successful business. Please see important disclosures at the end of the video.

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Video: Divorce – Minimize the Impact/Maximize the Leverage

Sharon L. Klein |
Wealth Planning
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Practitioners and their clients need to be aware of the new tax treatment of alimony – and its implications – when planning a divorce. President of Family Wealth for Wilmington Trust’s Eastern U.S. Region, Sharon Klein, shares her insights on how today’s tax laws are reshaping the divorce landscape with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning.

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