About the Author

Carlo Lombardi

Vice President and Team Leader

Carlo is responsible for managing a team of relationship managers with experience in planning, trust, investments, family governance, and family office services for clients with inherited wealth. Carlo ensures that his teams provide ongoing support and communication for our clients, while continually assessing their needs and recommending appropriate strategies to meet their current and long-term objectives.

Carlo has more than two decades of experience in wealth management, specializing in trusts and estates. He joined Wilmington Trust’s wealth management team in 2004, overseeing the management of all U.S. and international real estate assets held in client trust accounts. Earlier in his career, Carlo was a practicing attorney in Bryn Mawr, Pennsylvania.

Carlo holds a Juris Doctorate from Villanova University School of Law and a bachelor’s degree in Criminal Justice, summa cum laude, from St. Joseph’s University. He is admitted to practice law before the bars of Pennsylvania, New Jersey, and the Supreme Court of the United States.

Carlo is also a graduate of the American Bankers Association National and Graduate Trust schools and has earned his CTFA (Certified Trust and Financial Advisor) designation.

Carlo is a member of the Estate Planning Council of Delaware, the Wilmington Tax Group, and a member of the Delaware Trust Conference Planning Committee. Carlo is also a volunteer with the Wellness Community in Philadelphia.


By the Author

The Benefits of QTIP Trusts

Carlo Lombardi |
Wealth Planning
QTip-Trusts-NC.jpg

This estate planning option offers flexibility in the allocation of your estate property while maximizing your tax saving benefits.A QTIP trust serves like a “crystal ball” for the uncertainty of the future for married couples.A QTIP trust is a marital trust designed to provide for your spouse after your death while protecting your assets for future generations.The QTIP trust also offers flexibility to your Executor in maximizing your federal estate tax savings.

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The Special Needs Trust

Carlo Lombardi |
Wealth Planning

A supplemental or special needs trust may help provide financial assistance for a disabled child.Government guidelines specify that if the child accumulates over $2,000 in assets, he or she could lose valuable government benefits.To help families provide financial assistance for disabled children without jeopardizing SSI or Medicaid benefits, Congress authorized the use of an irrevocable, supplemental or special needs trust.

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Making Sense of Spousal Trusts

Carlo Lombardi |
Wealth Planning
Spousal-Trusts-NC.jpg

One of the most effective ways to provide for your spouse after your death is through the use of what is commonly called an “A/B” trust arrangement, or a spousal trust.This type of trust not only provides a financial resource for your spouse, but it also assures that your assets are ultimately distributed according to your wishes.It is also designed to ensure that your heirs do not incur any more estate taxes than are absolutely necessary.

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