Trust Planning With Beneficiary Well-Being In Mind: How Advisers Can Help Prepare The Next Generation For Inherited Wealth
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This event will be offered in person at the Minnehaha Country Club or virtually from your home/office.
A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.
Registration for in-person attendance will close at 5 pm on Thursday, January 14th.
About the Program
This session will explore the uses and benefits of Delaware’s new Beneficiary Well-Being Trust Statute and how planners 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. Mr. Flubacher will be presenting virtually.
About the Speaker
Todd A. Flubacher, Partner at Morris, Nichols, Arsht & Tunnell LLP
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 Committee (Past Chair) and Fiduciary Litigation Committee. He is also the Delaware State Chair and a member of ACTEC’s Board of regents. Todd was formerly a member of ACTEC’s New Fellows Committee, Program Committee and Forms Taskforce. Todd is also a member of the Board of the ACTEC Foundation. He is also a member of the Society of Trust and Estate Practitioners. 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 (2014-2026), and Best Lawyers named him “Delaware Lawyer of the Year” for Litigation - Trusts and Estates (2018) and for Trust and Estates (2020 and 2025).
Todd is a Past-Chair of both the Estates & Trusts and Tax Sections of the Delaware State Bar Association. Todd serves on the Legislative Drafting Committee of the Trusts and Estates Section of the Delaware State Bar Association which drafts updates to Delaware’s trust laws annually. He is a Past-President and Past-Board Member of the Estate Planning Council of Delaware. He served as an observer for the Drafting Committee for the Uniform Directed Trust Act and the Conflict of Trust and Estate Laws. He serves on the Editorial Board of Trusts & Estates magazine, served on the Executive Committee of the Delaware Trust Conference, serves on the Advisory Board of the University of Delaware Trust Management Minor Program and Trust Certification Program, and was Chair of the 2020 Delaware Trust Conference presented by the Delaware Bankers Association.
Todd is a nationally recognized author on Delaware trust law and his articles have appeared in notable publications such as Trusts & Estates and Estate Planning magazines, among others. He is also a recognized speaker, frequently appearing before professional and business audiences across the country, including ACTEC, the Heckerling Institute, Notre Dame Tax & Estate Planning Institute, Kansas City Estate Planning Symposium, Fiduciary and Investment Risk Management Association, UHNWI, Purposeful Planning Institute, Estate Planning Councils, the Northern Trust Symposium, and the Delaware Trust Conference.
Todd graduated with a J.D. from University of Maryland School of Law, with honors, in 1999. He graduated summa cum laude from Drexel University in 1992 with a B.S., finance. He is admitted to practice before the Courts of the State of Delaware and the U.S. District Court for the District of Delaware.
