The trust management minor at Lerner

In this video, faculty, employers and a current student share about the value of Lerner’s trust management program.

Video Transcript

Richard Jakotowicz: The type of students that are drawn to our program are students that have an interest in finance and investing, but also have an interest in law. Just being able to pick the best investments is not enough, you need to be able to pick the best investments and place them in vehicles that minimize taxes. The trust management minor helps student connect those two industries.

Jennifer McCloskey: Our program is designed with four basic substantive classes. Those four classes are a mix and an intersection between law, business and tax. So our students will get a foundation in trust law and other fiduciary entities. There’s no other school in the United States that offers a program like this.

Glenn Morley: This program is important because Delaware has a very well-established trust industry and we’re constantly starved for talent.

Sarah Long: So to be able to develop a feeder pattern of talent that has had experience, and that has had mentorships, internships, and is ready to be employed day one when they graduate; it doesn’t get any better than that.

Sophia Leslie, student: For me it’s sort of a personal side of money and finance and as an economics and finance double major, that’s something that I really love, because you get to deal with people more. You get to learn about how to work with them and how to manage their assets. Instead of looking at a whole big picture, you look at one person and what they worked their whole life for and how to help them protect that.

Jennifer McCloskey: Trusts are about relationships. And that’s what my students need to understand. That it’s really all about the relationships.

Sophia Leslie: I just want to say how glad I am about how I made this decision to join this program and I’m really thankful to be a part of the inaugural class just because I don’t think that I would have been given this opportunity if I went to any other school.

Lerner Early Career Co-op Program Featured by Poets&Quants

The Lerner-Delaware Early Career Co-op Program was recently featured on the Poets&Quants for Undergrads website. The story details the program, as 22 students in the pilot class experience a new year-long work-based learning initiative launched with a grant from...

Early Career Co-Op Program Intern: Sara Spoltore

Throughout the summer and 2025-26 school year, 22 students in UD's Alfred Lerner College of Business and Economics are comprising the initial class of the Lerner-Delaware Early Career Co-op Program, a new year-long work-based learning initiative launched with a grant...

Seeing the Unseen at SYLP Economics Camp

This summer, most of the 26 Delaware-area High School students arrived at the Siegfried Youth Leadership Program (SYLP) Economics Camp, hosted at the University of Delaware, believing economics was all about money and government.  “Before this week I thought economics...

From Classrooms to Communities: MAEEE Grads Lead Change

This article was written by Cori Burcham. Like many educators earning their Master of Arts in Economics and Entrepreneurship for Educators (MAEEE) at the University of Delaware, Linda Bacon and Kylee Holliday were motivated to strengthen their students’ comprehension...

Delaware Students Compete in Shark Tank-Style Econ Event

This article was written by Cori Burcham. This spring, Team 504 – a group of fifth graders from Newark’s Brookside Elementary School – entered a pin-drop quiet conference room to present their business idea at the 2025 Meaningful Economics (ME) Competition, hosted by...

Graduate Student Stories: Tosin Idowu-Kunlere

Tosin Idowu-Kunlere is from Nigeria and is pursuing a dual MBA and M.S. in Business Analytics and Information Management at the University of Delaware’s Alfred Lerner College of Business and Economics. As a member of the Class of 2025, Tosin brings a strong background...