Don DiCarlo, Jr.
Mon, June 27, 2016
Director of Wealth Planning and Senior Wealth Strategist, Wilmington Trust
Donald DiCarlo Jr. is responsible for assisting high-net-worth business owners and executives in developing and implementing complex wealth planning and business succession strategies.
Prior to joining Wilmington Trust in 2008, DiCarlo was the Director of Estate Planning and Senior Fiduciary Counsel for the Vanguard Group in Malvern, Pennsylvania. His prior experience also includes the private practice of law and active duty service as a Judge Advocate in the U.S. Army.
DiCarlo holds a Juris Doctorate from New England Law School and master’s degrees in both Tax Law and Theology. He earned his undergraduate degree from Villanova University. He currently serves as an adjunct faculty member at Villanova University’s School of Law where he teaches Family Wealth Planning.
He is a frequent lecturer and has been published in leading trade journals, including the American Bar Association’s "Real Property, Trust, and Estate Law Journal" and the "Estate Planning Magazine." He has served as Chair of the Tax Committee and a member of the Executive Committee of the Probate Section of the Philadelphia Bar Association.