Make the Most of Tax Reform

Wilmington Trust |
Wealth Planning
New-tax-Laws-Three-Themes-NC.jpg

Three themes to maximize your wealth planning potential. Estate tax planning: Take advantage of the higher estate, gift, and generation-skipping transfer (GST) tax exemption—which was nearly doubled under the new tax law. Income tax planning: Take advantage of other state jurisdictions to reduce or mitigate your current (or future) state and local income taxation. Charitable

Read More...


The Intersection of Trust & Estates, Matrimonial, and Religious Law

Sharon Klein |
Wealth Planning
Reprints-NC.jpg

This article was published in Steve Leimberg’s Estate Planning Newsletter and provides a discussion on the Sharabani v. Sharabani  case. With the increasing overlap between the trust and estates and matrimonial practices, trusts and estates practitioners often become involved in premarital planning for their clients, or their clients’ children. It’s important for practitioners to be

Read More...