By Wilmington Trust| Leading provider of Investment Management and Financial Advisory Services | AAML NJ Bronze Sponsor
Spouses getting divorced. One is the beneficiary of a trust. Can the trust assets be reached by the other spouse?
Listen to Sharon L. Klein, EVP, President-Family Wealth, Eastern U.S. Region, Fellow of The American College of Trust and Estate Counsel (ACTEC), offer 8 key questions to ask to determine if trust assets are vulnerable during divorce. This podcast is Part 1 of a 3-Part podcast series:
Part 1 – What to look for in the trust agreement
Part 2 – What to look for in the history of trust administration
Part 3 – Tax traps, creative planning techniques and practice tips
Listen to the full episode: Practical Considerations in Representing the (Un)Happily Married (Pt. 1 of 3) (actecfoundation.org)
Contact Sharon L. Klein, Head of Wilmington Trust’s National Divorce Advisory Practice at 212-415-0531 or firstname.lastname@example.org to discuss ways Wilmington Trust can help your clients successfully navigate transition.