Best Practices for Trusts, Trustees & Beneficiaries

Mitigating Trustee Risk and Avoiding the Courtroom

Date: April 17, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Judith L. Pearson, President + CEO, Nomadx Solutions, LLC and Jay W. Freiberg, Partner, Katten Muchin Rosenman LLP Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This discussion will focus on evolving fiduciary roles, litigation trends and trusts structures that impact trustees and fiduciaries as well [...]

By | 2018-03-27T14:34:34+00:00 March 27th, 2018|Best Practices for Trusts, Trustees & Beneficiaries|

Raising Purpose-Driven Children

Date: April 10, 2018Time: Noon ET (60 Minutes)Guest Speaker: Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author Host: John A. Warnick, Esq., Founder, Purposeful Planning InstituteDo you have concerns about how your wealth will impact your children?  Are you troubled by the statistics that children of wealth have higher rates of depression, anxiety, and unethical behaviors?  Do you want to [...]

College-Age Millennials and Money: A Deeply Personal Relationship

Date: March 27, 2018Time: Noon ET (60 Minutes)Guest Speaker: Richard Orlando, President, Legacy Capitals, LLCHost: John A. Warnick, Esq., Founder, Purposeful Planning InstitutePPI Member Richard Orlando has recently completed a survey for College-Age Millennials' on their perceptions and behaviors around money and money issues.  In this session, we will speak to Richard about the valuable information obtained through [...]

The Independent Trustee Alliance: A Fresh Take on a Rising Profession

Date: February 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Kevin Quinn, Co-Founder and President, Independent Trustee Alliance Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The Independent Trustee Alliance (ITA) was born from collaboration and professional relationships established at PPI Rendezvous. We believe the independent trustee is a rising profession though one that is [...]

By | 2018-02-01T10:56:50+00:00 February 1st, 2018|Best Practices for Trusts, Trustees & Beneficiaries|

What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?

Unintended Consequences! No one likes negative surprises, especially after planning carefully and perhaps paying thousands of dollars to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems.  And sometimes the greatest risks aren’t foreseen. How are these risks being missed? In this session, we explore 14 elements of successful wealth transfers.