Purposeful Trusts & Legacies: How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”
Thank you to our Sponsors!
Platinum Sponsors: Longmont Community Foundation and Midwest Trust
Gold Sponsors: Bank of America Private Bank and Gibraltar Valuations
Bronze Sponsor: Weinberger Law, LLC
John “John A” Warnick, is the Founder of the Purposeful Planning Institute and author of the Purposeful Trust & Gift Handbook. John A. Warnick, who family, friends and clients know as “John A”, describes himself as a “recovering tax attorney.” After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully. He works with clients, and their team of advisors, to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family. His blog, Seedlings, provides suggestions on powerful but easy ways in which we can make non-financial gifts to our families and communities. John A has prepared himself for this professional service through a long-term collaboration with a team of wealth psychologists, family wealth counselors and family business consultants. But he is quick to point out “my greatest teachers have been my clients. It is through them I discovered the formula for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.” Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Board of Directors of the International Association of Advisors in Philanthropy. Mr. Warnick co-authored "Selecting a Trust Situs in the 21st Century" as well as numerous professional journal and law review articles. Mr. Warnick received a BA magna cum cum laude from Brigham Young University and his JD from George Washington University with honors.
Venue:
Check in and networking will start at 11:30 a.m., and the business meeting will commence at 11:45,. The speaker will start at 12 noon.
Program:
We all know that 99+% of our clients no longer need or want a “Tax Tail Wags the Rest of the Estate Plan”. What very few attorneys and estate planning strategists know is that there is a Better Way to keep your practice vibrant AND offer clients a more meaningful, positive and sustainable estate planning experience. It’s called Purposeful Trusts & Legacies.
John "John A" Warnick, an ACTEC fellow and founder of the Purposeful Planning Institute, will share the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept which is transforming the way we design, draft and implement estate plans.
CE credit status: CFP, CLE, CPA approved; CLU: N/A. Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.
