All Wealth Planning Content

Videos: Cyber and Personal Security and the Costliest Mistakes in Risk Management

Brian Oard |
Wealth Planning

Wilmington Trust’s Brian Oard and Alvina Lo discussed a number of timely risk management topics at the 2018 Hawaii Tax Institute Conference. Watch their conversations with two risk and insurance experts and a former FBI agent and founder of an international risk mitigation firm.Cyber and Personal Security Patrick Conley, a former FBI special agent and founder and CEO of Franklin Global, Inc.

View Video...


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

Sharon L. Klein |
Wealth Planning
Reprints-NC.jpg

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.

Read More...