About the Author

Jeffrey C. Wolken

National Director, Delaware Trust 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 and the Real Property, Trust & Estate Section of the American Bar Association.


By the Author

Business Interests Held in Trust

Jeffrey C. Wolken |
My Business

When holding business interests in a trust, it’s important to understand the different structural models for fiduciary decision making.When a business interest is the primary asset in a trust, it can create challenges for both the Trustee and business owner.The trustee’s general fiduciary duty to diversify the trust’s investments may not align with the business owner’s goals.Certain trust features can help to alleviate this conflict.

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Delaware Trust Advantages for Business Owners

Jeffrey C. Wolken |
My Business

Control, protection, and privacy are key benefits of a Delaware Trust.

The state of Delaware has long been one of the most favorable places to establish a business.
Delaware is also an excellent place to create a personal trust for estate planning or asset protection purposes.
A Delaware trust offers many of the advantages of other trust-friendly states, along with unique elements that make it a preeminent jurisdiction.

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