About the Author

Donald P. DiCarlo Jr.

Chief Fiduciary Officer

Don is a member of the senior leadership team overseeing all personal trust, fiduciary tax, and wealth planning services for Wilmington Trust’s Wealth Advisory division. He also chairs the Wealth Management committee and is responsible for overseeing the organization’s fiduciary governance structure.

Prior to joining Wilmington Trust in 2008, Don was the Director of Estate Planning and Senior Fiduciary Counsel for The Vanguard Group in Malvern, Pennsylvania. His past experience also includes the private practice of law and active duty service as a Judge Advocate in the United States Army.

Don earned his undergraduate degree from Villanova University and his law degree from New England Law in Boston. He also holds a master of laws (LL.M.) degree in taxation from Temple University Law School and a master’s degree in moral theology (Christian ethics) from St. Charles Borromeo Seminary in Wynnewood, Pennsylvania.

Don is an adjunct professor of law at both Villanova and Temple University Schools of Law and a frequent lecturer for the American Law Institute and other professional associations. He has been published in leading trade journals and his remarks have been quoted major media outlets such as CNBC, The Wall Street Journal, Barron’s, and Time Magazine.

He currently serves on the Board of Trustees of the Philadelphia Estate Planning Council and has served on the Executive Board of the Probate and Trust Law Section of the Philadelphia Bar Association. Don is an Ordained Deacon in the Archdiocese of Philadelphia.


By the Author

Business Interests Held in Trust

Donald P. DiCarlo Jr. |
My Business

When holding business interests in a trust, it’s important to understand the different structural models for fiduciary decision making. When a business interest is the primary asset in a trust, it can create challenges for both the Trustee and business owner. The Trustee’s general fiduciary duty to diversify the trust’s investments may not align with

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