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

Predicting how much a person will have at his or her death and how much will be subject to federal estate taxes is extremely difficult. Added to the mix is the uncertainty of life itself— which spouse will outlive the other, will he or she remarry, and other major life issues.For these reasons, it’s important to establish an estate plan that not only promotes flexibility in the allocation of your estate property, but that maximizes the best tax advantages as well.

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Making Sense of Spousal Trusts

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

Like many married couples, chances are you share the nearly universal concern of being sure that your better half is well provided for after your death. There are many different ways to take care of your surviving spouse— through insurance, investments, trusts, and other sources of income. One effective way is through the use of what is commonly called an “A/B” trust arrangement.

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