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The 2018 Mortimer H. Hess Memorial Lecture:
“Divorce - Lifetime and Estate Planning Considerations to Minimize the Impact & Maximize the Leverage”
Monday, June 25, 2018 | Lecture: 6:30 p.m. -7:45 p.m.; Reception: 7:45 p.m. - 9:00 p.m.
There is no fee for this event; please sign in to register.

Whether advising clients before, during or after marriage, attorneys 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 different professional disciplines, attorneys have much to gained from having some cross-disciplinary fluency, particularly in light of recent tax law changes in the divorce context, which will also be discussed. Topics include: a hidden asset when considering prenuptial planning that could be worth millions to the wealthier spouse, and a powerful negotiating tool for the non-monied spouse; asset protection trusts: a potentially powerful premarital option; “quiet” trusts, with the ability to restrict beneficiary access to trust information; documents that require immediate review in light of divorce; compelling tools that could change otherwise irrevocable trust terms and distributions in the divorce context; significance of credit solutions in divorce; and important considerations regarding the use of life insurance.

This year’s Hess Lecturer is Sharon L. Klein, President, Tri State Region, Wilmington Trust, N.A.  Ms. Klein is responsible for overseeing all Wealth Advisory Services in the New York City, Long Island, Westchester, Connecticut, and Northern New Jersey Regions.  She leads teams of professionals who provide planning, trust, investment management, family governance and education, family office, and private banking services, all designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Ms. Klein has over two decades of experience in the wealth advisory arena and is a nationally recognized speaker and author. She is a Fellow of the American College of Trust and Estate Counsel and a member of New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs, and the Thomson Reuters Trusts & Estates Advisory Board. She is a past Chair of the New York City Bar Association’s Trusts, Estates & Surrogate’s Court Committee, a past Chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee.

Sponsoring Association Committee:
Estate & Gift Taxation Committee, Evelyn Capassakis, Chair


42 West 44th Street
New York, NY 10036


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