All Wealth Planning Content

The State of the States—2019

Sharon L. Klein |
Wealth Planning
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This article reprint was published in the January 2020 edition of Trusts & Estates magazine and provides an overview of some key state-level trust law and planning developments across the U.S. The latest estate and gift tax changes are discussed.  State-level portability developments are shared.A discussion on most recent states enacting electronic will legislation is included.

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The Evolution and Challenges of the Trust Industry

Jeffrey C. Wolken |
Wealth Planning
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As trusts evolve, the need for a robust and experienced trustee is paramount.  Over the past half-century, the role of trustees has evolved rapidly along with the trust industry itself.Increased complexity of trust investments and expansion of modern trust laws are just two elements of this evolution.Modern trusts require the services of robust professional trustees adept at navigating complex legal, tax, investment, and regulatory issues.

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Planning for Higher Education in Divorce

Jerry Inglet, Ed.D |
Wealth Planning
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Don’t let college planning become an afterthought during the difficult time of divorce.Divorce is an emotionally charged life event that may cause many to leave college planning as an afterthought.High-net-worth families are not immune from the challenges of funding college and completing financial aid forms properly.A quality practice for high-net-worth families is the completion of a divorce decree or property settlement agreement that includes understandable terms of college costs.

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