ESTATE PLANNING COUNCIL OF SEATTLE

Cocktails 5:00 pm & Passed Appetizers 

Presentation & Dinner 6:00 pm -7:00 pm

Topic: Transforming Trusts for Purposeful Impact

Delaware’s new Beneficiary Well-Being Trust statute offers an innovative approach to trust planning, one that goes beyond finances to support what matters most to families: personal growth, emotional health, and lasting legacy. The statute allows settlors to include provisions in a trust that direct trustees to consider a beneficiary’s overall well-being, not just financial needs, when making distribution and administration decisions. This presentation will cover:
• An overview of the statute and how it works
• Key drafting considerations for practitioners
• How to incorporate well-being provisions into trusts, whether in Delaware or other jurisdictions
• The practical impact on trustee-beneficiary relationships and family well-being
Whether you focus on estate planning, wealth management, or advising families, you’ll come away with ideas you can put to work with your clients.

Wendy Goffe has more than 30 years of experience counseling clients on estate planning issues, including representing and collaborating with private collectors, foundations, museums, and art advisors needing legal counsel related to the purchase, sale, gifting, and recovery of fine art and other creative works. Wendy has advised clients on probate and trust administration, estate and gift taxation, charitable giving and nonprofit entities, and issues concerning unmarried couples. She has extensive experience preparing prenuptial, postnuptial, and cohabitation agreements.

Wendy is a Fellow of The American College of Trust and Estate Counsel and a member of The International Academy of Estate and Trust Law. She is a member of the National Association of Estate Planners & Councils’ Estate (NAEPC) Planning Hall of Fame and a recipient of the NAEPC Accredited Estate Planner (Distinguished) designation.

Wendy is a regular speaker at local, regional, and national events addressing a variety of estate planning topics. She has also been interviewed by and written for many national publications.