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 trust assets be reached by the other spouse? In part 2 of this 3-part series Sharon Klein will examine what to look for in the trust's history to see if assets are vulnerable in divorce.

Fellow of The American College of Trust and Estate Counsel (ACTEC), Sharon L. Klein, EVP, President-Family Wealth, Eastern U.S. Region,  discusses an important step in analyzing whether trust assets could be on the table in the divorce proceedings, which is the review and consideration of the history of the trust administration. This podcast is Part 2 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. 2 of 3) (actecfoundation.org)

Contact Sharon L. Klein, Head of Wilmington Trust’s National Divorce Advisory Practice at 212-415-0531 or sklein@wilmingtontrust.com to discuss ways Wilmington Trust can help your clients successfully navigate transition.