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In an article published in the January 2025 edition of Trusts & Estates magazine, Sharon Klein, president of Family Wealth, Eastern U.S. Region and John Mirkin, consultant, provide an overview of key state-level planning developments that impact residents nationwide.
Areas of interest include:
Please see important disclosures at the end of the article.
This article is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or services. It is not designed or intended to provide financial, tax, legal, or accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought.
Wilmington Trust is not authorized to and does not provide legal or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
The opinions of John Mirkin are their own and do not necessarily represent those of Wilmington Trust, M&T Bank or any of its affiliates. Wilmington Trust, M&T Bank and it subsidiaries are not affiliated with Trust & Estates magazine or John Mirkin.
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