Sharon Klein, of Wilmington Trust, has made available for download her article, The State of the States, published in the January 2017 edition of Trusts & Estates Magazine and provides a comprehensive overview of key state-level planning developments across the U.S., including:

  • Estate and gift tax developments.
  • Planning considerations for children conceived after the death of a genetic parent, with stored genetic material.
  • Ownership, transfer, and disposition of digital assets.

Download full article at : The State of the States: 2016

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.