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

Video: Why the First State Remains the Top Choice for Personal Trusts

Jeffrey C. Wolken |
Wealth Planning
Heckerling Wolken.png

Delaware was the first state to pioneer many innovative trust laws, but the competition for trusts is fierce among the states. Wilmington Trust’s National Director of Delaware Trust Planning Jeff Wolken sits down with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning to share his insights on how Delaware sets itself apart from other states.Please see important disclosures at the end of the video.

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No Other State Matches the Delaware Advantage in Trust Law

Jeffrey C. Wolken |
Wealth Planning
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This article reprint was published in the November 11, 2019 issue of Delaware Business Times. Delaware is known as a premier jurisdiction for personal trusts. The state is at the forefront of trust law innovations and the infrastructure supporting Delaware’s trust industry is unmatched, with distinguished courts, a proactive legislature, a deep pool of professional advisers and the presence of almost every major financial institution.

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Video: Delaware’s Income Tax Advantage for Trusts

Jeffrey C. Wolken and Andrew J. Horwitz, CFP® |
Wealth Planning
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Changes in the federal tax laws in 2017 provided a renewed focus on state income taxes and strategies available to help 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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