In order to get your estate planning underway, you need to understand the full breadth of your estate—present and future.How your parents structure their estate plan, including the use of trusts, gifts, IRAs, insurance, pensions, and Wills, can have a significant effect on how you should set up yours.It’s important to take a diplomatic approach when asking parents about what you can expect to inherit.
Mark is responsible for coordinating the delivery of all Wealth Management services for Family Wealth clients throughout the state of Delaware. He manages a team of professionals with expertise in planning, trust, investment management, private banking, and estate settlement.
Mark joined Wilmington Trust in 1990 and has specialized in all aspects of corporate development and Wealth Management during his tenure with the firm. He holds an MBA from the University of Delaware and bachelor’s degrees in accounting and finance from Goldey-Beacom College, where he graduated summa cum laude. Mark is also a graduate of the ABA National Graduate Trust School and is a Certified Trust and Financial Advisor.
He currently serves on the advisory board for the College of Business and Economics at the University of Delaware, the advisory board for the University of Delaware Trust Management Minor, the financial advisory council of New Castle County, and the board of directors for Catholic Charities of the diocese of Wilmington. In addition, he has been on the faculty of the American Bankers Association (ABA) National Trust School since 2005. Mark was a speaker at the 2013 and 2017 Delaware Trust Conferences.
Mark’s past community and professional affiliations include the Wilmington Jaycees, the Delaware Jaycees, Contact Delaware, Prevent Child Abuse Delaware, the ABA Trust School Advisory Board, and the American Red Cross of Delmarva.