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

Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
Fiduciary NC.jpg

The person to whom property or power is entrusted for the benefit of another is a fiduciary. A few examples of fiduciary roles include trustee of a trust, executor under a will, or guardian for an incapacitated person. The law imposed upon fiduciaries requires them to act in the best interest of the beneficiaries they serve. This duty imposes a high standard of care upon fiduciaries.

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The Evolution and Challenges of the Trust Industry

Jeffrey C. Wolken |
Wealth Planning
Trust-Evolution.jpg

The trust industry: A brave new worldOver the past half-century, the role of a trustee has evolved rapidly along with the trust industry itself. We have seen a transition in the investment standards guiding trustees from a “prudent man” using legal lists to a “prudent investor” employing modern portfolio theory.

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Business Interests Held in Trust

Donald P. DiCarlo and Jeffrey C. Wolken |
My Business

One of the biggest hurdles for business owners considering estate planning using personal trusts is the fear of giving up control over their most significant asset. After many years of successfully leading their company, they are understandably reluctant to let anyone else make decisions about how it is managed as an asset. When holding business interests in a trust, it’s important to understand the different structural models for fiduciary decision making.

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