About the Author

Jeffrey C. Wolken

Group Vice President and National Director, Delaware Trust Planning

As part of the Wilmington Trust Emerald Family Office & Advisory team, 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 JD (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. He 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 a recipient of the Wilmington Trust Chairman’s Club award.

He is a member of the Estates and Trusts Section of the Delaware State Bar Association and the Real Property, Trust & Estate Section of the American Bar Association.


By the Author

No Other State Matches the Delaware Advantage in Trust Law

Jeffrey C. Wolken |
Wealth Planning
DE Tax Reform NC.jpg

The facts show Delaware is a top jurisdiction for personal trusts with its flexible laws, a robust trust infrastructure, and a depth of talented professionals who serve this industry. While promoting their own trust services, other states at times present subjective information as fact, which can be misleading.Practitioners looking to find the right home for their clients’ personal trusts choose Delaware to take advantage of its favorable laws.

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Webinar: Delaware Trust Advantages for Business Owners

Jeffrey C. Wolken and Alvina H. Lo |
My Business
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Wilmington Trust and Family Business Magazine hosted a Delaware trust advantage for business owners webinar on October 10, featuring our own Alvina Lo and Jeff Wolken. The webinar provided a comprehensive look at the special challenges business owners face in structuring estate plans due to their needs for control, flexibility, asset protection, and confidentiality—and how a Delaware trust can be an excellent way to help address these important issues.

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Video: Delaware’s Income Tax Advantage for Trusts

Jeffrey C. Wolken and Andrew Horwitz |
Wealth Planning
Horwitz Wolken NC.jpg

Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes.While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability.

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The Delaware Income Tax Advantage for Trusts

Jeffrey C. Wolken |
Wealth Planning
DE Tax Reform NC.jpg

Establish your trust in the right state, the First State.Changes in the federal tax laws enacted in 2017 created a renewed focus on state income taxes and strategies available to minimize these taxes.While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability.

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