Sharon Klein, President, Family Wealth, Eastern US Region, Wilmington Trust, NA, has made available for download her article, The State of the States, published in Trusts & Estates (Jan. 2020). The Abstract is as follows:
This article provides an overview of some key state-level planning developments across the U.S., including:
• Latest estate and gift tax changes
• State-level portability developments
• States continue to enact electronic will legislation
• Fiduciary access to digital asset legislation sweeps the country
• Latest trends for self-settled asset protection trusts
• Breaking directed trust legislation enhancements
To download the article, click Sharon Klein, Wilmington Trust: The State of the States (Jan. 2020).
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.
