The UHNW Institute: Delaware Beneficiary Well-Being Trust Statute Roundtable Discussion

Bringing together multiple disciplines to improve beneficiary involvement, development, and overall well-being is a complex yet crucial challenge for many advisors. ​On March 25, 2025, the UHNW Institute welcomes Morris Nichols partner Todd Flubacher and Kristin Keffeler of Johnson Financial Group to a virtual presentation on the Delaware Beneficiary Well-Being Trust Statute.

This roundtable conversation with Todd and Kristin focuses the new § 3345 of Title 12 of the Delaware Code by defining well-being, exploring the uses and benefits of the new Beneficiary Well-Being Trust Statute, considering how traditional planning tools may impact beneficiary well-being, and contemplating how to incorporate new tools into traditional trust planning. 

For more information and to register, visit The UHNW Institute website.