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

The Flexibility and Freedom of a Delaware Directed Trust

Jeffrey C. Wolken |
Wealth Planning
DE-Directed-Trust.jpg

Estate planning for high-net-worth families frequently requires the use of trusts. But relinquishing investment decisions to a trustee is not a comfortable or practical choice for some families. Fortunately, Delaware trust law provides a potential solution to this problem through directed trusts.Today, many high-net-worth families find that their wealth is concentrated in a particular investment or sector.

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