About the Author

Donald P. DiCarlo Jr.

Senior Vice President and Head of Strategic Planning Advice

Don is part of the Wealth Management senior leadership team and responsible for the development and delivery of strategic advice offerings for clients of Wilmington Trust and M&T Emerald Advisory Services. Don and his team provide families and business owners with personal wealth planning and fiduciary services to assist them in the design and implementation of their estate, business succession, and family legacy 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, 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 has been teaching estate planning 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 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

Holistic Succession Planning for Family Business Owners

Donald P. DiCarlo Jr. |
My Business
Holistic-Planning-NC.jpg

Learn about succession planning strategies business owners.  Lack of proper succession planning is a surefire way to lose the family business you’ve worked so hard to create.You can implement a number of business transition strategies to help you maximize your legacy’s ultimate value.As your family and business change, so should your plans for their futures.

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Strategies for Real Estate Developers

Donald P. DiCarlo Jr. |
My Business

Your business requires unique estate planning considerations.  As a real estate developer, you may be in a favorable income tax position.Strategies that reduce death-related taxes and estate administration costs are important to explore.Planning for the ultimate continuation or sale of your business is equally important.As a real estate developer, you may be in a favorable income tax position because of the nature of your business and the assets you employ in that business.

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