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
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 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!
TO ATTEND THE EVENT
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.