Wilmington Trust Newsroom
The latest news from Wilmington Trust.
Radnor, PA – January 28, 2021 – Wilmington Trust announced today that Don DiCarlo, senior vice president and chief planning officer, has been elected as a Fellow to the American College of Trust and Estate Counsel (ACTEC).
According to ACTEC, to qualify for membership, lawyers and law professors are elected to be Fellows based on their experience, reputation, exceptional skill, and substantial contributions to the field through lecturing, writing, teaching, and participating in bar leadership or legislative activities. It is the aim of each elected Fellow to improve and reform probate, trust and tax laws, procedures, and professional responsibility. ACTEC shares that its Fellows are talented estate and trust lawyers from around the world, the best and brightest in the trust and estate practice, with years of experience representing and advising families. Their goals are serving clients, helping the profession, and informing the public.
“Don has demonstrated the highest level of professionalism and expertise in all aspects of wealth planning. Our clients benefit enormously from his knowledge, integrity, and commitment to fostering deep, meaningful relationships. His passion for helping others with often complex and sophisticated financial, tax, and estate planning needs is unsurpassed,” said Doris Meister, head of wealth management. “The election as an ACTEC Fellow not only underscores his value to our clients but also in the industry. We are so proud to have him as part of our leadership team, and as a member of the Wilmington Trust and M&T Bank family.”
Don currently serves as the chief planning officer for Wilmington Trust and is the leader of its Emerald Advisory Services®, which provides strategic wealth planning and family office services to successful business owners, executives, and their families.
Don has been very engaged in legal education throughout his career. He has taught estate planning related courses at Philadelphia area law schools for over 15 years and is currently an adjunct professor at Drexel University’s Kline School of Law. He is also a frequent lecturer for the American Law Institute, Pennsylvania Bar Institute, and other professional associations. Don serves his community as an ordained deacon in the Archdiocese of Philadelphia.
For more information about ACTEC and the election of Fellows, please visit https://www.actec.org/actec-elects-33-new-fellows-to-the-college/.
# # #
Director of Corporate Communications
phone: (212) 415-0557
* * *
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
Wilmington Trust Emerald Advisory Services and M&T Emerald Advisory Services are registered service marks and refers to this service provided by Wilmington Trust, N.A., a member of the M&T family.
This is for informational purposes only and is not intended as an offer, recommendation or solicitation for the sale of any financial profit or service or as a determination that any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situations, and particular needs. Investing involves risk and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.
Investments: • Are NOT FDIC-Insured • Have NO Bank Guarantee • May Lose Value
© 2021 M&T Bank Corporation and its subsidiaries. All Rights Reserved.