Practical Considerations in Representing the (Un)Happily Married (Pt. 3 of 3)

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 3 of this 3-part series, Sharon Klein discusses tax traps, creative planning techniques & practice tips when trusts feature on the divorce balance sheet.

Listen to Sharon L. Klein, EVP, President-Family Wealth, Eastern U.S. Region,  Fellow of The American College of Trust and Estate Counsel (ACTEC), explore the topic of attacking or defending trust assets in divorce in this 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 & practice tips

Listen to the full episode: Practical Considerations in Representing the (Un)Happily Married (Pt. 3 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.