Sharon Klein, Wilmington Trust: The State of the States (Jan. 2020)

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..

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