Beverly J. Wik
New Castle, Delaware
Director
| Phone: | 302-221-3000 |
| Fax: | 302-221-2980 |
| Email: | bwik@oldcapitallaw.com |
Legal services provided by Mrs. Wik and the attorneys at Old Capital Law Firm are limited to the areas of estate, gift and incapacity planning; business succession planning; advice on the use of Delaware trusts for asset protection, tax savings, and family wealth preservation; estate and trust administration; taxation; Chancery Court petitions relating to trust and estate administration matters, including actions to change trustees of irrevocable trusts, change situs of trusts, interpret or modify provisions in instruments governing trusts and estates; and related legal services. Since 2007, Mrs. Wik and Old Capital Law Firm have been listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers in two areas of expertise-Tax and Trusts and Estates, Wills and Probate. She has been included in The Best Lawyers in America® in the specialty of Trusts and Estates since that publication's 2007 edition.
Bar Admissions
- Delaware, 1981
- U.S. District Court District of Delaware, 1991
- U.S. Court of Appeals 3rd Circuit
- U.S. Tax Court
Education
- Georgetown University Law Center, Washington, District of Columbia,
1993
LL.M.
Major: Taxation - Georgetown University Law Center, Washington, District of Columbia,
1981
J.D. - University of Delaware, Newark, Delaware,
1974
B.A.
Honors: Magna Cum Laude
Honors: Phi Beta Kappa
Major: Sociology
Classes/Seminars Taught
- Divorce-Related Property Ownership and Estate Planning Considerations for Married Clients in Delaware, Estate Planning Council Dinner, March 23, 2010
- The Delaware Difference: Delaware Trust Beneficiaries' Right to Know, Delaware Bankers Association, Delaware Trust Conference 2009, December 3, 2009
- Planning Considerations Pertaining to Domestic Partners Who are Residents of Delaware; Property Ownership, Incapacity Planning, Estate Planning, Tax Implications and Other Issues, Delaware Tax Institute, December 20, 2009
- Panelist, Get Your House in Order: What Every Attorney Should Know About Property Ownership and Estate Planning, Delaware State Bar Association, Seventeenth Annual Women and the Law Retreat, February 27, 2009
- Land Conservation Options and Estate Planning for Delaware Land Owners, The Nature Conservancy, Kent County, Delaware Workshop and Sussex County, Delaware Workshop, 2009
- Using Living Trusts to Avoid Delaware Hidden Death Tax on Probate Assets, New Castle Senior Citizen Center, 2009
- Panelist Uniform State Laws, (ACTEC), Mid-Atlantic Regional Meeting, Washington, D.C., September 9, 2001
- Wills & Probate, The People's Law School, Delaware Trial Lawyers Association, March 21, 2001
- Fundamentals of Will Drafting and Estate Administration, Delaware State Bar Association, Estates and Trust Section, Annually in the Fall, 1994 - Present
- Issues in Delaware Estate Planning: Administration of Delaware Estates and Trusts, Philadelphia Bar Association, Tax Committee of the Probate Section, June 1, 1999
- The Ethics and Professionalism of the Delaware Lawyer, Delaware Supreme Court, the Office of Disciplinary Counsel of the Supreme Court, and the St. Thomas More Society, January 23, 1998
- Asset Protection for Your Children and Other, Wealth Advisors, Wilmington Office, November 11, 1998
- ABCs of SCPs... S Corporations, Corporations and Partnerships, Delaware Entrepreneurial Women's Expo, New Castle County Chamber of Commerce
- Understanding Advance Health-Care Directives and Powers of Attorney for Medical Care, Delaware Health Care Facilities Associations, December 3, 1998
- Last Exit in Delaware: Your Last Medical Decision: Medical Durable Powers of Attorney and Living Will Declarations, Delaware Women's Conference, University of Delaware, March 2, 1996
- Choosing a Business Entity, Delaware Women's Conference, University of Delaware, March 2, 1996
- Professor, The American College of Trust and Estate Counsel (ACTEC), 1996 - Present
- Adjunct Professor, Widener University School of Law, 1996 - 1998
Honors and Awards
- Fellow, American College of Trust and Estate Counsel (ACTEC)
Professional Associations and Memberships
- American Bar Association
Member - American Bar Association, Section of Taxation
Member - American Bar Association, Section of Real Property, Probate and Trust Law
Member - Delaware State Bar Association, Estates and Trusts Section,
1989
-
1990
Chair - Delaware State Bar Association, General Corporation Law Section
- Delaware State Bar Association, Taxation Section
- Delaware State Bar Association, Women and the Law Section,
1984
-
1985
Chair - Delaware State Bar Association, Committee on Law and the Elderly
- Estate Planning Council of Delaware, Inc.,
2003
-
2004
President - Estate Planning Council of Delaware, Inc.,
1987
-
2004
Board of Directors - Estate Planning Council of Delaware, Inc.,
2005
- Present
Past Presidents Committee - Wilmington Tax Group
- Chester County (PA) Bar Association
Associate Member
Past Employment Positions
- Wilmington Trust Company, Trust Counsel and Senior Trust Officer, 1987 - 1988
- Morris, Nichols, Arsht & Tunnell, Associate Attorney, 1981 - 1987
- Bayard, P.A., formerly known as The Bayard Firm, P.A., Partner, 1988 - 2005
Pro Bono Activities
- Delaware Commission for Women, Appointed by then Governor Michael N. Castle, Re-Appointed by Governor Thomas J. Carper, 1987 - Present
- Member, Planned Giving Committee, Delaware Community Foundation, 1999 - Present
- Board of Directors, Delaware Pro-Choice Medical Fund, Affiliated with Planned Parenthood of Delaware, Inc., 1990 - Present
- Chair, Delaware Pro-Choice Medical Fund, Affiliated with Planned Parenthood of Delaware, Inc., 1994 - 1995

