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 or on the event’s member portal page.
Not yet a member? Find more information about joining the Institute.
Thank you again to our speakers:
- Todd Flubacher, Partner, Morris, Nichols, Arsht & Tunnell LLP
- Kristin Keffeler, Chief Learning Officer, Johnson Financial Group
