After a lifetime of accomplishment, wealthy individuals often want their legacies to reflect not only what they did, but who they were.An irrevocable trust is an important financial planning tool for minimizing estate taxes.It also offers a unique ability to transfer to succeeding generations the values that guided the trust’s creator.Passing on personal values through irrevocable trusts may also involve a family’s philanthropic goals.
Mary serves as the supervisory fiduciary officer in the Fiduciary Services and Planning Group for the family wealth trust business and our legacy Delaware trust accounts. In addition, Mary will also serve as the Director of Fiduciary Actions where she will assist in the development of our fiduciary risk reporting as part of our overall Fiduciary Risk Management Program.
Mary has more than three decades of experience as a practicing attorney. Prior to joining Wilmington Trust in 1988, she specialized in all aspects of estate planning and personal trust law for a firm in Delaware.
Mary holds a Juris Doctorate from Widener University School of Law and an LL.M. in Taxation from Georgetown University. She is also a graduate of the University of Pennsylvania with a bachelor’s degree in International Relations.
Mary is a member of the Delaware, Pennsylvania, and American Bar Associations. She is also a member of the Board of Directors for the United Way of Delaware and the Grants Committee of the Board of Directors for the Delaware Community Foundation. Mary is a former member of the Board of Directors for the Estate Planning Council of Delaware, and served as the Chair of the Estates and Trusts Section of the Delaware Bar Association for the 1999–2000 term.