Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute

The UHNW Institute’s March Roundtable is now available for replay. In this session, Kristin Keffeler and Todd Flubacher examine Delaware’s new Beneficiary Well-Being Trust Statute—a shift in trust planning designed to support beneficiary growth and development throughout life.

Kristin and Todd discuss the new § 3345 of Title 12 of the Delaware Code, highlighting how the statute moves beyond traditional HEMS standards, offering a framework for integrating well-being education, financial literacy, family legacy and philanthropy into trust structures.

Key topics include:

• How traditional trust design can unintentionally limit beneficiary well-being
• New approaches to drafting trusts that prioritize development alongside asset protection
• How the statute encourages transparency, communication and lifelong learning

UHNW Institute members can find the full recording in the Resource Library, here or the event’s dedicated member portal page here.

Not yet a member? Find more information about joining the Institute here.

Thank you again to our speakers:

• Todd Flubacher, Partner, Morris, Nichols, Arsht & Tunnell LLP
• Kristin Keffeler, Chief Learning Officer, Johnson Financial Group