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About Us
Wealth Management
Insights

In an article published in the January 2026 edition of Trusts & Estates magazine, Sharon L. Klein, president of Family Wealth, provides an overview of key state-level planning developments that impact residents nationwide.

Areas of interest include:

  • Mechanism to transfer property directly on death expanded…with potential to upend estate planning
  • Cautionary lessons to reduce attorney malpractice exposure
  • Landmark family law development recognizing more than two legal parents
  • Growing trend to enact custody legislation…for pets…in divorce proceedings
  • Latest estate and gift tax changes

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 Sharon Klein are their own and do not necessarily represent those of Wilmington Trust, N.A., M&T Bank or any of its affiliates. Wilmington Trust, N.A., M&T Bank and it subsidiaries are not affiliated with Trust & Estates magazine or Sharon Klein.

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