Beneficiary Well-Being VIRTUAL Training
May 7, 2025
9:30am - 3:30pm CT
For decades, estate planning has been dominated by a singular obsession: minimizing tax burdens. The Trusts that were used for this planning were focused on the investment and distribution of the remaining estate. This "distribution-focused" approach, born in the shadow of rising estate taxes, turned trusts into tools for transferring wealth with as little loss to the IRS as possible. But the tide is turning. Today, a growing number of families—and the advisors who serve them—are looking beyond mere distribution to a more holistic goal: enhancing the lives of beneficiaries. This shift isn’t just a trend; it’s a transformation, and it’s been codified into law with the groundbreaking 2024 Delaware Trust Act.
With the right training, you can unlock its full potential, elevating your business while elevating beneficiary well-being. During this virtual training, you will:
Learn the questions to ask to determine whether this is appropriate for your client;
Master the nuts and bolts of implementing Beneficiary Well-Being provisions;
Gain insights on how to coordinate the offering through a collaborative team of professionals
Be positioned as a trusted professional not only for clients, but for trustees seeking partners to fulfill their expanded duties
Sign up and turn a legal milestone into your competitive edge.
Wednesday, May 7: 9:30am - 3:30pm CT
REGISTRATION STANDARD TUITION: $995.00
HDPs/HDPCs: 50% discount
Heritage Specialists/FAM Licensed/Heritage Partners: 25% discount
Members: 10% discount