Planning for the Family Vacation Home

Matthew T. Lee |
Emerald GEMs

May 10, 2022—Many parents want to keep their cherished vacation home in the family for future generations but are not sure of the most appropriate method for transferring the property. In this podcast, Director of Wealth Strategies Matthew Lee of Wilmington Trust’s Emerald Family Office & Advisory discusses how holding property in a limited liability company (LLC) may accomplish several goals at once.

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The Post-Mortem Right of Publicity: Defining it, Valuing it, Defending it, and Planning for it

Jenna M. Cohn and Sharon L. Klein |
Wealth Planning

This article reprint appeared in the January 2022 issue of Estate Planning magazine. What is the value of a celebrity’s name and image at death? Since name and image is likely an asset that’s includible in an individual’s estate, swings in its value could have dramatic estate tax consequences. Specifically, the post-mortem right of publicity (ROP) allows an executor or heir to exploit a deceased individual’s persona.

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A Conversation with Estate Planning Hall of Famer Sharon Klein

Sharon L. Klein and William T. LaFond |
Wealth Planning

Bill LaFond, head of the mid-Atlantic Region and the Family Wealth division for Wilmington Trust Wealth Management, sits down with Sharon Klein, president of the Eastern U.S. Region for Family Wealth, to discuss her approach in advising successful families and individuals, and to learn what has made her so successful in her career.

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