About the Author

Donald P. DiCarlo Jr.

Senior Vice President, Chief Fiduciary Officer

Don serves as Chief Fiduciary Officer for Wilmington Trust’s Wealth Management Division, overseeing the development and delivery of our trustee and planning services. Don and his team provide families and business owners with strategic wealth planning advice and assist them in the implementation of their estate and business succession plans.

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 tax law at both Villanova and Temple University Schools of Law and a frequent lecturer and author for the American Law Institute and other professional associations. He currently serves on the Board of Trustees of the World Affairs Council of Philadelphia. Don is an Ordained Deacon in the Archdiocese of Philadelphia.

By the Author

Creative Trust Planning for Real Estate Investors and Developers

Donald P. DiCarlo Jr. |
Tax Reform
Real Estate Investor NC.jpg

Implement tax-advantaged trust strategies post tax reform. Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of section 199A brings a new, advantageous deduction to those in the real estate business. From a strategic planning perspective, real estate investors, owners, and developers