Asset Protection Planning: Domestic Asset Protection Trusts, SLATS, and the Ethics of It All
MANY THANKS TO OUR SPONSOR, SUSAN WHARTNABY, VP, AT BBH TRUST COMPANIES, WILMINGTON , DE
With Pennsylvania declining to adopt a DAPT statute, PA practitioners need to understand how to use Delaware, Nevada, and other jurisdictions effectively. This program covers SLATs (now without the urgency of the 2025 sunset), DAPT mechanics, fraudulent transfer concerns, and the evolving ethical landscape.
Jeffrey C. Wolken, JD, MBA-National Director, Delaware Trust Planning
Jeff 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. Jeff earned his JD and MBA from Syracuse University and holds a bachelor’s degree in economics from Northwestern University. He is a member of the Estates and Trusts Section of the Delaware State Bar Association and the Real Property, Trust & Estate Section of the American Bar Association
Marguerite C. Weese Chief Wealth Strategist
As Chief Wealth Strategist, Marguerite builds relationships with clients and their teams of advisors to design personalized wealth strategies to reach client’s goals, values, and legacy. She oversees and leads a national team of wealth strategists and other professionals who specialize in trust and estate, tax, business succession, and philanthropic planning. Prior to her role as chief wealth strategist, Marguerite developed the firm’s family legacy offering. She holds a JD and LL.M. in taxation from Villanova University’s Charles Widger School of Law and earned her bachelors of science and arts degrees from the University of Maryland, College Park.
