Speaker: Sharon L. Klein, President, Family Wealth:
Wilmington Trust, N.A.
Co-Presented with Christy L. Watkins, Senior Investment Advisor;
Wilmington Trust, N.A.
Topic: Divorce: Top Tax/Planning Tips and Traps.
Whether advising clients before, during or after marriage, professional advisors should be aware of important tools, techniques and other considerations in order to advantageously position their clients in the event of divorce. With the increasing overlap among professional disciplines, advisors have much to gain from having cross-disciplinary fluency.