About the Author

Jeffrey C. Wolken

National Director of Wealth and Fiduciary Planning

Jeff is responsible for developing trust planning strategies for wealthy individuals and families throughout the United States and abroad. He works closely with his clients’ legal, tax, and investment advisors to construct and implement appropriate trust structures that take advantage of the state of Delaware’s unique trust and tax laws.

Prior to joining Wilmington Trust in 2005, Jeff spent seven years in private legal practice as a member of the Estates and Trusts Practice Group of the Philadelphia-headquartered law firm of Montgomery, McCracken,
Walker & Rhoads, LLP.

Jeff earned his J.D. (summa cum laude) and MBA (with honors) from Syracuse University and holds a bachelor’s degree in Economics from Northwestern University, where he was a member of Phi Beta Kappa.
Jeff is a frequent lecturer on topics involving the use of Delaware trusts for asset protection, state income tax minimization, and investment management for unique trust assets.

Jeff is admitted to the practice of law in Delaware, Pennsylvania, and New Jersey. He is a member of the Estates and Trusts Section of the Delaware State Bar Association, the Probate and Trust Law Section of the Philadelphia Bar Association, and the Estate Planning Council of Delaware.

By the Author

Delaware Repeals Estate Tax in 2018

Jeffrey C. Wolken |
Wealth Planning

This Issues and Insights discusses important changes to Delaware tax law for high-net-worth residents. New legislation repeals the Delaware estate tax as of January 1, 2018. Following the repeal of Delaware’s estate tax, there remain 17 states plus the District of Columbia that impose either an estate tax, an inheritance tax, or both.    Even without the


Video: Protect and Control your Business with a Delaware Trust

Jeffrey C. Wolken |
My Business

Establishing a personal trust in the state of Delaware has unique advantages to help you manage and control your business. Learn why the First State is a preeminent jurisdiction for business owners and trusts, offering asset protection, confidentiality, and directed trusts. Wilmington Trust Company operates offices in Delaware only. Note that a few states, including