All Wealth Planning Content

With Tax Overhaul, a Thornier Path to Divorce

Alvina H. Lo |
Wealth Planning
Alvina NYT Divorce Hero.jpg

In this recent New York Times reprint, Chief Wealth Strategist Alvina Lo shares her insights. With the rule on alimony and deductions changed, so must the strategy of couples parting ways.In particular, couples going through a divorce should re-examine their tax strategy, as well as their cash flow and spending needs.Wealthier families should consult with their tax advisors to fully understand the tax implications of the new law.


What Every Matrimonial Attorney Should Know About the Latest Trusts & Estates Developments

Sharon L. Klein |
Wealth Planning
Matrimonial Law NC.jpg

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.


Videos: Tax Considerations for Private Foundations and Charitable Trusts

Brian Oard |
Wealth Planning

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 Foundations Charitable Legacy Please see important disclosures at the end of each video.

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