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Donald DiCarlo — Head of Wealth Planning and Trust Services · Wilmington Trust · Greater Philadelphia.
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About
I lead Wilmington Trust’s Wealth Planning and Trust Services teams, where we help individuals, family offices, and business owners design and implement sophisticated estate, trust, and business succession strategies. My focus is on delivering clarity, structure, and long‑term confidence around complex wealth planning decisions. I am honored to be a Fellow of the American College of Trust and Estate Counsel (ACTEC) and have spent more than 20 years teaching as an adjunct law professor and speaking at industry forums, including the Heckerling Institute of Estate Planning.
My background includes private legal practice and active‑duty service as a Judge Advocate in the U.S. Army. I hold degrees from Villanova University, New England Law | Boston, and advanced graduate degrees from Temple University Beasley School of Law and St. Charles Borromeo Seminary. I also have completed credentialing in professional coaching and family office design.
Outside of my professional work, I serve as an ordained deacon in the Catholic Archdiocese of Philadelphia—work that continues to shape my commitment to service and leadership.
Experience
Director of Estate Planning
Vanguard
Nov 2000 – Mar 2008
Education
Skills
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