AEP® and EPLS Forum
Trust Planning With Beneficiary Well-Being in Mind: How Advisers Can Help Prepare the Next Generation for Inherited Wealth
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Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.
About the Forum
This session will explore the uses and benefits of Delaware's new Beneficiary Well-Being Trust Statute and how to use the statute to help clients achieve the objective of educating and preparing future generations for inherited wealth. Todd will explore how traditional planning tools can impact beneficiary well-being and will provide an empirically backed framework for defining well-being and the path from financial literacy to well-being and better outcomes.
Attendees will be provided with a PowerPoint presentation.
About our Presenter
Todd A. Flubacher
Todd works with national, international and local clients on the creation, migration, modification and administration of Delaware trusts. He represents Delaware trustees, beneficiaries, law firms and individuals throughout the country on all matters involving Delaware trusts and estates. His practice primarily emphasizes the unique advantages of Delaware trust law, including dynasty trusts, directed trusts, asset protection trusts, trust modifications, and tax planning. Todd also represents trustees, executors, and beneficiaries in all types of trusts and estates litigation and has served as an expert witness in litigation involving Delaware trusts. As an estate planner, he assists high-net-worth clients with saving taxes, implementing their planning goals, and managing and preserving their wealth for future generations.
Todd is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is a member of the Trust Administration Task Force (Past Chair) and Fiduciary Litigation Committee, and former member of the New Fellows Committee, Program Committee and Forms Taskforce. Todd is also a member of the Board of the ACTEC Foundation. Todd holds the designation of Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC) and was inducted into the NAEPC Estate Planning Hall of Fame in 2023. He is AV-rated by his peers in Martindale-Hubbell, is ranked Band 1 in Chambers HNW in both Private Wealth Law and Private Wealth Disputes in Delaware, is included in The Best Lawyers in America (2014-2025), and Best Lawyers named him “Delaware Lawyer of the Year” for Litigation - Trusts and Estates (2018) and for Trust and Estates (2020 and 2025).
This presentation is approved for (1) hour of CE for your AEP® designation.
A recording of this session will be available following the program in the private AEP Portal.