Estate Planning & Trust-Wealth Advisory | Wilmington Trust
Wealth Advisory
Wealth Advisory
Planning & Trust

Planning & Trust

How can you turn your dreams into a tangible plan of action that incorporates all aspects of your financial and personal life? See how our estate planning and trust services can help you accomplish your many goals.

Planning for the future

Our planning services are fully integrated to meet your many objectives.
  • Estate planning and strategic wealth transfer

    Pass your legacy on to your heirs, protect your family and business, grow your assets, reduce taxes, and provide for your charitable legacy.

    We'll work with your other trusted legal advisors to develop a plan to efficiently transfer wealth to your heirs and favorite charities in a tax-conscious way.
  • Philanthropic planning

    Supporting causes you believe in, promoting family values and social responsibility, and leveraging the tax-deductible nature of charitable gifts are important parts of your overall plan.

    We'll advise on the different tax benefits of making outright gifts, leaving bequests, or establishing charitable trusts and private foundations.
  • Business succession planning

    Whether you plan to pass your business on to your family or sell it to a strategic buyer as you plan for your retirement, we'll advise you before each stage of transition so you are well prepared and positioned.
  • Executive benefit planning

    Our services can help you reduce risk, create liquidity, and defer taxes with your concentrated corporate stock.

    We'll explore solutions such as an outright sale, blind trusts, options strategies, exchange funds, and loss harvesting.
  • Insurance planning

    Get guidance on how you can structure your insurance plan to avoid costly estate and federal tax liabilities and find the coverage you need.

    We'll review your policies and advise on appropriate coverage along with ownership and beneficiary designations.

Benefitting from personal trusts

We'll identify and implement appropriate trust vehicles to accomplish your goals.
  • Trustee services

    Take advantage of the many wealth transfer and tax saving benefits a personal trust offers from highly experienced professionals in fiduciary oversight. We serve as Trustee, Directed Trustee, or Custodian with impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve.
  • Personal trust administration

    Know that your trust will be managed with the utmost care by our skilled professionals. We'll handle regular income payments, principal and income accounting, recordkeeping, ongoing investment management, tax return preparation, and annual tax information, in a timely and trusted manner.
  • Personal trusts in Delaware

    The state of Delaware offers many advantages for trusts. Wilmington Trust Company has helped shape Delaware's favorable trust laws for decades. We'll introduce you to the benefits a Delaware trust can provide for your family or business.

Assess how effective your current estate plan is, and if you're making the most of your tax saving opportunities.

Jeff Wolken
Jeff Wolken
Managing Director and Head of Wealth and Estate Planning
Email Jeff
Carol Kroch
Carol Kroch
Managing Director
Wealth and Philanthropic Planning
Email Carol
Mary Hickok
Mary Hickok
Managing Director and Trust Counsel
Email Mary
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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

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