Jeffrey Wolken 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, Wolken 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.
Wolken 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. Wolken 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.
Wolken 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, the Probate and Trust Law Section of the Philadelphia Bar Association, and the Estate Planning Council of Delaware.
- Estate and income tax planning
- Wealth preservation and protection strategies
- Personal trust administration
- Client relationship management