Welcome to Wilmington Trust and the 54th Annual Heckerling Institute on Estate Planning


January 13-17, 2020
Orlando World Center Marriott, Orlando, FL
Don’t miss Don DiCarlo’s keen insights on the key issues facing corporate fiduciaries
Thursday, January 16
3:50 - 5:20 PM ET — Session IV-C

Corporate Fiduciaries: The Inside View
Hear Don and a panel of prominent chief fiduciary officers discuss the most pressing issues facing corporate fiduciaries and other professionals who work in estate and trust planning, administration, and litigation.
Donald P. DiCarlo Jr., Wilmington Trust, N.A.
Steven K. Mignogna, Archer Law
Leslie Gillin Bohner, Pennsylvania Trust
Marie L. Tormey, PNC



Insiders’ Insights on Socially Responsible Investing
Wilmington Trust will host a luncheon on Monday, featuring expert commentary on socially responsible investing.
Explore Wilmington Trust’s thinking on the latest trends in socially responsible investing with: Don DiCarlo, chief planning officer; Sharon Klein, president of Family Wealth for the Eastern U.S. Region; and Meghan Shue, senior investment strategist.

Sustainable Investing: Redefining Investing for the Long Term
Read more

  • Donald P. DiCarlo Jr.,
    Senior Vice President and Chief Planning Officer – Read bio

  • Sharon Klein
    President, Family Wealth, Eastern Region, Wilmington Trust, N.A. – Read bio

  • Meghan Shue
    Administrative Vice President and Senior Investment Strategist, Wilmington Trust, N.A. – Read bio
Monday January 13
12:15 – 1:45 PM ET
Orlando World Center Marriott, Crystal Ballroom G1

Reserve a seat by Thursday, January 9.
Seating is limited, so be sure to reserve your spot today.
We hope to see you there!

RESERVATION REQUIRED TO ATTEND THE EVENT
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Donald P. DiCarlo Jr.
Senior Vice President and Chief Planning Officer,
Wilmington Trust, N.A.


Don serves as the chief planning officer for Wilmington Trust and the leader of its M&T Emerald Advisory Services™ national practice group, which provides strategic and holistic wealth planning advice to successful entrepreneurs, executives, and their families.

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Sharon Klein
President, Family Wealth, Eastern Region,
Wilmington Trust, N.A.


Sharon is responsible for coordinating the delivery of all Wealth Management services, including planning, trust, investment management, family office, and private banking experts, to high-net-worth clients in the Eastern United States.

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Meghan Shue
Administrative Vice President and Senior Investment Strategist,
Wilmington Trust, N.A.


Meghan is responsible for helping to manage the end-to-end asset allocation process at Wilmington Trust, developing market research, and communicating the investment team’s market outlook and positioning to clients and prospective clients.

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Dick Nenno, Esq., to Speak at the Bloomberg Tax Luncheon on January 14



Wilmington Trust Senior Trust Counsel and Managing Director Dick Nenno, Esq., will be the keynote speaker at the Bloomberg tax luncheon on January 14 starting at 12:35 PM. Dick released 867 T.M., Choosing a Domestic Jurisdiction for a Long-Term Trust, at the end of last year and will be releasing 868 T.M., Domestic Asset Protection Trusts, at the beginning of 2020.

With Kaestner placing state income taxation of trusts in the spotlight and what will be the release (past, present, and future) of his three portfolios over a three-year period, Dick Nenno’s presentation is not to be missed.

A Look Back at Wilmington Trust’s
Insights from Heckerling 2019
Wilmington Trust’s Don DiCarlo, chief planning officer, and Alvina Lo, chief wealth strategist, discussed how you can benefit from tax reform with Editor-in-Chief of Trusts & Estates magazine, Susan Lipp, at the 53rd Annual Heckerling Institute on Estate Planning.


View transcript


A Look Back at Wilmington Trust’s
Insights from Heckerling 2019
Wilmington Trust’s Don DiCarlo, chief planning officer, and Alvina Lo, chief wealth strategist, discussed how you can benefit from tax reform with Editor-in-Chief of Trusts & Estates magazine, Susan Lipp, at the 53rd Annual Heckerling Institute on Estate Planning.

 
About the Heckerling Institute on Estate Planning
Insights
Heckerling Institute on Estate Planning
Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators, and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities and the nation’s largest exhibit hall dedicated to the estate planning industry.
Learn more >





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Why Are Interest Rates Pivotal for Your Portfolio?
Read more  
Could a Managed Account Program Help to Achieve Your Goals?
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About the Heckerling Institute on Estate Planning

Insights
Heckerling Institute on Estate Planning
Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators, and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities and the nation’s largest exhibit hall dedicated to the estate planning industry.
Learn more >



Related Insights
What is Portfolio Architect?
Read more  

Strategize Your Financial Goals
Read more  

What Should You Do Next Time the Stock Market Drops?
Read more  

Is It Time for a Portfolio Tuneup?
Read more  

Why Are Interest Rates Pivotal for Your Portfolio?
Read more  

Could a Managed Account Program Help to Achieve Your Goals?
Read more  






Spin the Prize Wheel at Wilmington Trust’s Booth 336
Be sure to visit us at the conference and say hello and network with some of our top experts. Also, satisfy your hunger with a soft pretzel or popcorn daily at 3:30 PM and spin our prize wheel to “win” a giveaway!




Spin the Prize Wheel at Wilmington Trust’s Booth 336
Be sure to visit us at the conference and say hello and network with some of our top experts. Also, satisfy your hunger with a soft pretzel or popcorn daily at 3:30 PM and spin our prize wheel to “win” a giveaway!
Contact Us Today
Have a question or need more information? Fill out the form below





Are you an exisiting M&T Customer?

  YES     NO





Spin the Prize Wheel at Wilmington Trust’s Booth 336
Be sure to visit us at the conference and say hello and network with some of our top experts. Also, satisfy your hunger with a soft pretzel or popcorn daily at 3:30 PM and spin our prize wheel to “win” a giveaway!


Spin the Prize Wheel at Wilmington Trust’s Booth 336
Be sure to visit us at the conference and say hello and network with some of our top experts. Also, satisfy your hunger with a soft pretzel or popcorn daily at 3:30 PM and spin our prize wheel to “win” a giveaway!


Contact Us Today
Have a question or need more information? Fill out the form below











Are you an exisiting M&T Customer?

  YES     NO