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


January 13-17, 2020
Orlando World Center Marriott, Orlando, FL
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.”
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  • 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 Head of Investment Strategy, Wilmington Trust, N.A. – Read bio
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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 Head of Investment Strategy,
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. 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.

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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


Wilmington Trust Experts Sat Down with Wealthmanagement.com at Heckerling to Share Key Insights on Relevant Topics

Alvina Lo
The Impact of Longevity on Estate Planning and Wealth Transfer
Are your clients fully prepared to face a retirement that may last more than the expected 20 or even 30 years? Alvina Lo talks about how long-term trust planning can help address the financial implications of longer life spans.

Jonathan Fitzgerald
Top Five Reasons People are Choosing a Corporate Executor
Jonathan Fitzgerald discusses the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.

Sharon Klein
Divorce – Minimize the Impact/Maximize the Leverage: What Every Professional Advisor Should Know
Practitioners and their clients need to be aware of the new tax treatment of alimony – and its implications – when planning a divorce. Sharon Klein discusses how today’s tax laws are re- shaping the divorce landscape.


Jeff Wolken
Why the First State Remains the Top Choice for Personal Trusts
Delaware was the first state to pioneer many innovative trust laws, but the competition for trusts is fierce among the states. Jeff Wolken shares his insights on how Delaware sets itself apart from other states.

Drew Horwitz
Planning Opportunities for Business Owners
Drew Horwitz offers timely planning advice to business owners. Hear his insights on the importance of planning early while still running a successful business.

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Sharon Klein Divorce – Minimize the Impact/Maximize the Leverage: What Every Professional Advisor Should Know
Practitioners and their clients need to be aware of the new tax treatment of alimony – and its implications – when planning a divorce. Sharon Klein discusses how today’s tax laws are re- shaping the divorce landscape.


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


Wilmington Trust Experts Sat Down with Wealthmanagement.com at Heckerling to Share Key Insights on Relevant Topics

Alvina Lo
The Impact of Longevity on Estate Planning and Wealth Transfer
Are your clients fully prepared to face a retirement that may last more than the expected 20 or even 30 years? Alvina Lo talks about how long-term trust planning can help address the financial implications of longer life spans.


Jonathan Fitzgerald
Top Five Reasons People are Choosing a Corporate Executor
Jonathan Fitzgerald discusses the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.


Sharon Klein
Divorce – Minimize the Impact/Maximize the Leverage: What Every Professional Advisor Should Know
Practitioners and their clients need to be aware of the new tax treatment of alimony – and its implications – when planning a divorce. Sharon Klein discusses how today’s tax laws are re- shaping the divorce landscape.


Jeff Wolken
Why the First State Remains the Top Choice for Personal Trusts
Delaware was the first state to pioneer many innovative trust laws, but the competition for trusts is fierce among the states. Jeff Wolken shares his insights on how Delaware sets itself apart from other states.


Drew Horwitz
Planning Opportunities for Business Owners
Drew Horwitz offers timely planning advice to business owners. Hear his insights on the importance of planning early while still running a successful business.


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 >





Trending Insights: Wilmington Trust offers timely insights into topics that matter to you and to your clients.
2020 Capital Markets Forecast: Market Tug of War
Read more  
Business Escrow: 1031 Like-Kind Exchanges
Read more  

No Other State Matches Delaware’s Advantages in Trust Law
Read more  
Opportunities for Saving State Income Taxes on Trusts Expanded with Kaestner Trust Decision
Read more  

Integrating Estate Planning and Borrowing
Read more  
What Family Law Practitioners Must Know About the New Tax Laws
Read more  




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 >



Trending Insights: Wilmington Trust offers timely insights into topics that matter to you and to your clients.
2020 Capital Markets Forecast: Market Tug of War
Read more  

Business Escrow: 1031 Like-Kind Exchanges
Read more  

No Other State Matches Delaware’s Advantages in Trust Law
Read more  

Opportunities for Saving State Income Taxes on Trusts Expanded with Kaestner Trust Decision
Read more  

Integrating Estate Planning and Borrowing
Read more  

What Family Law Practitioners Must Know About the New Tax Laws
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!




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!




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











Are you an exisiting M&T Customer?

  YES     NO