2025 Foundations of Delaware Trusts

Description

The Delaware Financial Education Alliance proudly announces three new virtual video sessions in the Foundations of Delaware Trust series. Each session will be available live and on-demand making it convenient to educate your entire staff. Don't miss these informative seminars. 

Sessions are $199 each for DBA members or $499 for all three. 

To register for all three sessions select the "All 3 Sessions" pass.  To register for individual sessions select the "Individual Session" pass.  Then select the sessions under the events page.  If you have any issues registering please reach out to Renee.Duncan@debankers.com

August 7  @ 9:00 am. - 10:30 a.m.
Estate/Wealth Transfer Planning Techniques - Why the Grantor Created the Trust
Many trust officers (usually the younger ones) don't understand the reason why the trust was created. Understanding why the trust was created might help them better administer the trust.

Instructors: Matthew P. D'Emilio, Managing Member, McCollom D'Emilio Smith Uebler LLC; Tara S. Hersh, Associate, McCollom D'Emilio Smith Uebler LLC

August 14 @ 9:00 am. - 10:30 a.m.
How to Communicate with Trust Beneficiaries - The When, Why and How of It All
As trustee, it is important to know when you are required to provide information to beneficiaries, forbidden from providing information to beneficiaries,, and when it is a question of company policy.  A discussion of the best practices regarding beneficiary notice.

Instructors: Cynthia D.M. Brown, Director of Special Situs Trusts, Wealth Management, Mechanics Bank; Bobbi Lynn Kent, Chief Fiduciary Officer & Chief Administrative Officer/Senior VP, The Northern Trust Company of Delaware. 

August 21 @ 9:00 am. - 10:30 a.m.
Trust Modification
This session will discuss using non-judicial settlement agreements and other techniques to modify irrevocable trusts, the mechanics of using these techniques and the fiduciary concerns.

Instructors: Michael M. Gordon, Director, Gordon, Fournaris & Mammarella, P.A.; Elizabeth M. Luk, Head of Delaware Trust, BNY Wealth, BNY Mellon Trust of Delaware.