About the Author

Donald P. DiCarlo Jr.

Senior Vice President & Chief Planning Officer

Don serves as the chief planning officer for Wilmington Trust and the leader of its M&T Emerald Advisory Services™ national practice group, which provides strategic and holistic wealth planning advice to successful entrepreneurs, executives, and their families.

Don has 25 years of experience in advising clients as an estate lawyer, tax planner, and exit planning advisor. Prior to joining Wilmington Trust in 2008, Don was the director of estate planning and fiduciary counsel for The Vanguard Group in Malvern, Pennsylvania. His past experience also includes active duty service as a Judge Advocate in the United States Army.

He earned his undergraduate degree from Villanova University and his law degree from New England Law, Boston. He also holds a master of laws degree (LL.M) in taxation from Temple University Law School and a master’s degree in theology from St. Charles Borromeo Seminary. Don is also a Certified Exit Planning Advisor™.

Don has been very engaged in legal education throughout his career. He has taught estate planning related courses at Philadelphia area law schools for over 15 years and is currently an adjunct professor at Drexel University’s Klein School of Law. He is also a frequent lecturer for the American Law Institute, Pennsylvania Bar Institute, and other professional associations. Don serves his community as an ordained deacon in the Archdiocese of Philadelphia.

By the Author

Creative Trust Planning for Real Estate Investors and Developers

Donald P. DiCarlo Jr. |
Wealth Planning
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Implement tax-advantaged trust strategies under today’s tax laws.Tax reform created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers.The creation of section 199A brought a new, advantageous deduction to those in the real estate business.From a strategic planning perspective, real estate investors, owners, and developers may want to consider targeted trust strategies.