Insiders’ Insights on Socially Responsible Investing
Wilmington Trust hosted over 170 guests at its sold-out Impact Investing luncheon at Heckerling on Monday, January 13. Experts Don DiCarlo, chief planning officer, Sharon Klein, president of Family Wealth for the Eastern U.S. Region, and Meghan Shue, head of investment strategy, explored the latest trends in socially responsible investing.
Sustainable Investing: Redefining Investing for the Long Term
Increasingly, investors no longer wish to keep their good intentions for society relegated to charitable giving, but are also looking to “do good” with their investments. We think the best way to achieve these personal and financial goals is to apply a set of socially conscious standards that focuses on the long-term sustainability and ethical behavior of a company, which is referred to as “sustainable investing.”
Donald P. DiCarlo Jr.,
Senior Vice President and Chief Planning Officer – Read bio
President, Family Wealth, Eastern Region, Wilmington Trust, N.A. – Read bio
Administrative Vice President and Head of Investment Strategy, Wilmington Trust, N.A. – Read bio
Dick Nenno, Esq. Presented at the Bloomberg Tax Luncheon on Tuesday, January 14
Wilmington Trust Senior Trust Counsel and Managing Director Richard W. Nenno, Esq. was the keynote speaker at the Bloomberg Tax luncheon at this year’s Heckerling conference. With Kaestner placing state income taxation of trusts in the spotlight, Dick offered key planning opportunities resulting from that landmark case.
Minimizing or Eliminating New York Income Taxes on Nongrantor Trusts
New York fiduciaries pay a lot of New York income taxes. For 2014 (the latest year for which figures have been released), 59,685 resident estates and trusts paid approximately $342 million of New York income tax.1
This is remarkable because clear rules for avoiding the taxation of trusts have existed for many years. This article will survey the pertinent authorities and offer planning ideas.
Corporate Fiduciaries: The Inside View
On Thursday, January 16 Don DiCarlo, along with a panel of prominent chief fiduciary officers, discussed some of 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