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Estate Planning & Trust Services | Wilmington Trust: Wealth Advisory: Planning & Trust
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Planning & Trust

Estate 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

Let us help develop a plan to efficiently transfer wealth to your heirs and favorite charities, protect your family and business, grow your assets, and minimize taxes.

Philanthropic planning

Find out the best ways to support causes you believe in, promote family values and social responsibility, and leverage the tax-deductible nature of charitable gifts.

Business succession planning

Benefit from our guidance as you face key moments of transition in the life cycle of your business.

Executive benefit planning

Find out how our services can help you reduce risk, create liquidity, and defer taxes with your concentrated corporate stock.

Insurance planning

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

Divorce planning

Learn how we can help protect your best interests with guidance and sound financial solutions.

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.

Personal trust administration

Experience how generations of families have benefitted from our considerable trust management skill.

Personal trusts in Delaware

Learn about the many advantages the state of Delaware offers for trusts, and how we've helped shape Delaware trust law for decades.

Speak with our advisors to ensure that your plan is on track and that you are making the most of your trust opportunities.





Alvina H. Lo
Alvina H. Lo
Chief Wealth Strategist
Don DiCarlo
Don DiCarlo
Chief Fiduciary Officer
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© 2019 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

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, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 Investment and Insurance Products
  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value