Trust Planning With Beneficiary Well-Being In Mind:
How Advisers Can Help Prepare The Next Generation For Inherited Wealth 

Renaissance Charlotte SouthPark
5501 Carnegie Blvd, Charlotte, NC 28209

Advisers should discuss how trusts may positively or negatively impact beneficiary growth and well-being when counseling clients on wealth transfer planning. While our training gives us the skills to maximize asset growth, protection, and tax savings, often the client’s most significant “why” for passing on wealth is to positively impact the well-being of future generations of their family members.

Todd will discuss some of the shortcomings of traditional planning tools and how they impact beneficiary well-being, share an empirically-backed framework to define well-being, and explore the uses and benefits of Delaware’s new Beneficiary Well-Being Trust Statute.

This session is NC State Bar and CFP Board approved for 1 CE credit.

Presenter

Todd A. Flubacher, Partner
Trusts & Estates/Private Client
Morris, Nichols, Arsht & Tunnell

Todd expertly guides national and international clients in creating and administrating Delaware trusts, leveraging his extensive knowledge of Delaware trust law to deliver unique advantages such as dynasty and asset protection trusts. He has been inducted into the NAEPC Estate Planning Hall of Fame and has earned multiple accolades, including “Delaware Lawyer of the Year” for Litigation - Trusts and Estates. Recognized as a leading author and speaker, Todd shares his expertise on trust law across prestigious forums nationwide.

Registration Fees

• $40/ CEPC Member
• $85/ Non-Member

REGISTER HERE

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